| Commodities have been sinking like stones since late February, an unusual divergence from the rallying stock markets. This relentless weakness has wreaked havoc on commodities sentiment, leading traders to abandon commodities stocks. As we all try to make sense of this surreal bloodbath, one catalyst keeps coming up. Western perceptions of the Chinese economy have been a real drag on commodities.
China is indeed one of the major drivers of this past decade’s secular commodities bulls. As the world’s most-populous country, it has over 1.3b people who collectively consume vast amounts of resources...............................................Full Article: Source
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