London/Singapore/New York — With the second half starting this week, investors are weighing up the outlook for commodities over the balance of 2020 and trying to sift winners and losers as the coronavirus pandemic rips through the global economy.

Following a recovery from lows seen in March and April, What to Watch runs a slide rule over oil, copper, iron ore, gold and others to assess prospects. The mixed picture that emerges suggests being selective is key...

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