Contrarian Investor: China is still crucial for commodities
Commodity markets have reached an inflection point
At the height of the last commodities boom, a narrative emerged that captivated Western investors excited by the prospect of a new super-cycle.
Put simply, it said China ruled. The middle kingdom's demand for all things material, and capable of manufacture, dictated it would be a dominant customer for a range of industrial metals and energy products...
More on Commodities
Back to Top
