Frank Holmes: China—The 800 lb. Gorilla of Commodities Demand

By The Gold Report
28 July 2009 @ 05:00 pm EDT

Increasing the money supply invariably leads to inflation - but that's not the only factor driving it. "Populist policies that are focused on protectionism and unionism will force inflation in America," says Frank Holmes, CEO and chief investment officer at U.S. Global Investors. While he doesn't anticipate across-the-board inflation, he does foresee certain commodities having stronger inflation than others. In this exclusive interview with The GOLD Report, Frank discusses changing patterns in commodity prices and how investors can gauge where they're headed next.

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