The world’s metal producers, traders and market commentators arrive in London this week for a big annual gathering. We expect the debate to focus on how to position for a full US-China trade deal, or expanded fiscal stimulus in China.
But this is all just short-term noise.
Investors should be considering the longer-term growth risks to commodities from changes in the world’s second-largest economy. Any evidence of a slowing rate of consumption in China is critical to the outlook for global commodity prices. Investors in metals and rocks need new strategies to better handle this transition.
您已閱讀11%（594字），剩餘89%（4634字）包含更多重要資訊，訂閱以繼續探索完整內容，並享受更多專屬服務。