Contrarian Investor: China is still crucial for commodities

Commodity markets have reached an inflection point

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Contrarian Investor: China is still crucial for commodities

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...

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