The price of many commodities saw strong gains in 2009 with gold finding new highs and oil recovering a large chunk of its drop in the second half of 2008. But now is not the time to take commodities out of your portfolio, one analyst told CNBC.
Keep Commodities in Your Portfolio
It is vital that investors include commodities in their portfolio, according to Michael Yoshikami, president & chief investment strategist at YCMNet Advisors. Yoshikami likes basic consumable commodities such as corn as he thinks they will do well as the standard of living rises in emerging markets.
"They give your portfolio exposure to emerging markets… Secondly it gives you inflation protection," he said.
Uncertainty Plagues Markets in 2010
The underestimation of uncertainty will be a theme in markets next year, says Dean Curnutt, president of Macro Risk Advisors. He tells CNBC that part of the uncertainty will be due to the Fed's moves.
Play China if Stocks they Dip
It is a good time to play the Chinese market if it drops 10-15 percent, says Michael Yoshikami, president & chief investment strategist at YCMNet Advisors.
Asian Currencies Seen Gaining Against Australian Dollar in 2010
The dollar will continue to weaken against Asian currencies throughout the latter part of 2010, believes Tai Hui, regional head of economic research, SE Asia at Standard Chartered Bank.
Expect Lower Returns in 2010
Expect lower returns from your investments going forward, says Michael Yoshikami, president & chief investment strategist at YCMNet Advisors.
Safe to Invest in India in 2010?
Investors need to exercise caution when investing in India, given the good run the market has had in 2009, says Adrian Lim, investment manager at Aberdeen Asset Management.