For many years, the commodities sector was an economic backwater. No longer. The proposed flotation of Glencore, valuing the company at up to $73bn, is a sign of how capital is flooding back into the sector. But the excitement generated by soaring commodity prices is tempered by concern. A prolonged surge in demand for raw materials has fuelled fears about commodity-driven inflation.
許多年間,大宗商品行業曾是經濟中的一處回水。現在情況已不復如此。嘉能可(Glencore)計劃中的上市(該公司在此過程中被估值爲至多730億美元),就顯示出資本是如何大量回流至該行業的。但是,大宗商品價格飆升引發的興奮正被擔憂情緒沖淡。由於原材料需求長期持續激增,人們對大宗商品驅動的通膨越來越感到擔憂。
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