The most striking move in September was the 6.7 per cent surge in oil, with Brent crude, at $82.90 a barrel, ending the month at its highest level in nearly four years. Other commodities also staged a rally, with zinc up 7.1 per cent and copper 2.8 per cent. It will be interesting to see if this is a sustained change in trend after six months or so of drifting prices. I do hope so given my exposure to Central Asia Metals (CAML), to which I added a few weeks ago.
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