| Breaking away from the liquidity-driven price performance of the last ten years, global commodity markets appear to be poised for major changes that could well usher in an era of tepid price performance and assertion of market fundamentals. In the event, investor interest will wane further. This is becoming increasingly clear from the developments of the last few weeks.
Most important is that the risks of a China hard-landing are rising. Market participants perceive a sharp, even if temporary, slowdown in growth and investment in the world’s rapidly growing significant economy. Surely, this has serious implications for commodity demand as well as commodity prices...............................................Full Article: Source
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