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Glencores commodity billionaires face their reckoning - Financial Times
As Longview Economics points out, China was responsible for nearly all (and for some commodities more than 100 per cent of) the rise in global demand for copper, aluminium, steel, tin and coal between 2000 and 2010. .. more

Hold the Course - on Risk
Our latest Quarterly Structural Asset Allocation publication has now been published...This is our 1-2 year recommendation, on all major global assets, based on global macro economic trends and relative valuation analysis. .. more

Longview Alert - 15th March 2011
Reinstate (modest) OW Equities .. more

Longview Letter:
Whilst we expect global equities to end the year notably higher than current levels... .. more

Longview Alert No 13: Reinstate (modest) OW Equities
This year should be positive for equities, for several reasons. In particular, US economic growth has become self sustaining... .. more

Chris Watling on BNN
Chris comments following .. more

Bears put dollar on track for record lows
Financial Times .. more

Chris Watling: Equities are volatile but dont forget the positives
Financial Times’ Market Insight Column .. more

Chris Watling: Riding the commodity super cycle
Financial Times Market Insight Column .. more

Chris Watling: US debt puts strain on dollar
Financial Times Market Insight Column .. more

Chris Watling Video: High risk of equity sell-off
equity markets have become complacent with a number of indicators pointing to a sell-off of up to 15 per cent... .. more

Longview on CNBC...Double-Dip Unlikely so Buy Stocks
Despite weak economic data a double dip recession is unlikely and investors should favor stocks over bonds, according to Chris Watling, the CEO of Longview Economics in London. .. more