VIDEO: China, Cycles, and Copper
In this video we look at some of the latest economic data out of China that shows a strengthening cyclical upturn both on the hard activity data and sentiment or survey data front. We also look at how this evolving China macro view plays into the bullish view on copper and the key risks to watch out for. The charts in this presentation appeared in the latest edition of the Weekly Macro Themes which specifically addressed the topic of the economic cycle in China, the outlook, the risks, and the implications for copper and base metals. We also looked in that report at the top down broader global macroeconomic view, which also ties into the China and commodities stories - get in touch to review the institutional investment research report.
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