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Low prices set the stage for grain supply shortages as early as the 2009/10 crop year
Hurdles in equipment supply mean power shortages will persist
Faced with a spreading global recession, China is taking initiatives to sustain growth
Supply lags will cushion the price decline
Restructuring-driven investment will support growth, and the strong will become stronger
Neither falling oil prices nor the fundamentals support an extended sell-off in natural rubber
China responds to global slowdown by stepping up export sector restructuring
A closer look at industrial profitability shows rising domestic demand; export growth and increased pricing power will sustain growth
The longer-term trend is for higher agricultural prices, but sharp price declines for wheat and rice are in store
India’s private sector-led projects offer the best opportunities
China's new anti-inflation strategy is intensifying upward pressures on the yuan
Lacking effective monetary policies, Russia’s inflation is set to worsen
The end of China's bubble is coming, but it's still some time off
Global inflation is re-emerging, driven by the economic impact of China and other BRICs on global supply chains
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