“The great interest in the economy is what is going on in the consumer's mind. If you work that out, you unlock the key to what Japan will do over the next couple of years.”
“Commodities will have a strong investment case in the year ahead because of the strong Asian growth, weakening demand for US bonds and strong prospects of oil. Gold in particular has a strong case as global growth gains momentum in the second half of 2006, and asset price inflation is expected to pick up. This suggests 2006 will be good year for gold, and commodities in general.”
