| In China's boom years, everything from copper to soybeans benefited from turbocharged demand growth. Now that the economy is slowing, investors need to take a more nuanced view.
March's trade data points the way ahead. A return to surplus for the trade account reflected rusty demand for metals. First-quarter imports of iron ore were up just 6% in volume from a year earlier, compared with an average of 17% growth in the past five years...............................................Full Article: Source
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