The world’s metal producers, traders and market commentators arrive in London this week for a big annual gathering. We expect the debate to focus on how to position for a full US-China trade deal, or expanded fiscal stimulus in China.
But this is all just short-term noise.
Investors should be considering the longer-term growth risks to commodities from changes in the world’s second-largest economy. Any evidence of a slowing rate of consumption in China is critical to the outlook for global commodity prices. Investors in metals and rocks need new strategies to better handle this transition.
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