02.11.2016 - Chinese policy opens window of opportunity for miners
Renewed liquidity in early 2017 will support demand for next 12 months. Base metal and bulk commodities are in the midst of a mini-renaissance. While supply always gets focus, it is the demand side of the equation that has been more influential in pushing prices higher this year. And, as with most things in commodities, the incremental shift has come from China. There is always a tendency to focus on supply in commodity markets, as this is the area of greatest visibility. However, this has done more or less as we expected at the start of the year; falling across many markets because of a lack of growth projects..........................................Full Article: Source
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