Commodities stocks to get fresh boost in 2011

Robust demand from emerging markets and a loose US monetary policy should boost commodity shares in 2011, though base metals could face a short-term hit as China acts to cap inflation, a senior equity trader said. Daniel Harris, head of dealing at London-based H2O Markets, said precious metals miners looked likely to benefit from further metal price gains in 2011, after a 28 percent rise in gold and an 82 percent rise in silver in 2010.