Monday, July 31, 2017

Has China's Appetite For Commodities Already Peaked? - Barron's


Barron's

Has China's Appetite For Commodities Already Peaked?
Barron's
Although China's GDP growth beat Cons. in 2Q, we see a worrying trend emerging for commodity-intensive sectors. To wit, the shr of economic growth from “secondary industries”, which incl. construction & mfg., in nom. GDP had been trending lower '11-'16 ...



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