Containers stacked at the Lianyungang Port in eastern China’s Jiangsu province. Photo: Xinhua
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JPMorgan bank loves commodities as inflation, China lockdowns whipsaw stocks
  • JPMorgan Private Bank favours a basket of soft and hard commodities with prediction for 10-15 per cent upside over the next 12 months
  • The mix of price drivers – from pullback in capital spending to supply-chain disruptions and war – may change but the trajectory will likely be sustainable
9 May 2022 - 7:30AM