Hedge Fund Says Shorting China Commodities `Very Compelling’

“The most compelling development over the next six months is likely to be the unwinding of the boom in some of the China leveraged commodities,” said Szpakowski, a former head of Asia commodity research at Citigroup Inc. “There might be a little bit more room to run to the upside, but we’re soon going to be peaking for commodities like iron ore, zinc and palladium and I think those are going to become very compelling short stories going forward.”

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