SLI GARS: Commodities supercycle unlikely to ever be repeated again

The SLI multi-asset team believe the commodities supercycle of the 2000s is unlikely to ever be repeated again as India will not match up to demand once seen from China.

Chris Faulkner McDonagh, market strategist, and Neil Richardson and David Bint, both multi-asset investment directors,  said China was fuelling the previous super-cycle thanks to its booming infrastructure industry. Now Chinese demand is slowing down, there is unlikely to be another region that can take its place. Richardson said: "There won't be another commodities supercycle. The reason for the previous one was that China came onto the world stage and the industry was ill-equipped to cope with the demand shock so had to build new mines very quickly. "That is unlikely to be replic...