| For much of this year, investors have seen the commodities sector as a straightforward story. Chinese growth and industrialisation, the great driver of the decade-long commodity boom, was slowing, according to ever-widening consensus.
The effect on industrial commodities like iron ore, copper or nickel would surely be bleak. Investors headed for the exits, pulling money from industrial commodities and contributing to a 15 per cent slide in metals prices in the first half of the year...............................................Full Article: Source
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