Vietnam's spot aluminum demand picks up as China's semis exports fall
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Why you need to drill deeper into resource stocks
Notwithstanding a recent bounce, it is the iron ore miners who are suffering the most pain as demand for the Australian product from Chinese purchasers spins down. Chinese demand is increasingly getting met by state-owned enterprises and has been …
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Secular Versus Cyclical: Notes from SIC 2015
His answer is China. There is a new, ruthless ruler, Xi Jinping. Xi's deal with Putin shifted the dynamic, placing China in the driver's seat. The China-driven commodity bubble was a “good” one considering that capital markets financed it, but it nonetheless led to the …
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