Dear Diary, I went to the World Commodities Week conference yesterday, which focused on China. There were some important points to take away: Growth The survival of the leadership in China is based on delivering growth. As such, while China will slow in 2011 (though not below 7%), it will likely rebound in 2012 before… [Read more]
We revisit the theme of China’s procurement of natural resources on a massive scale, and its impact on commodity markets. Matt Mirecki and Cedric Chehab discuss the sustainability of Chinese strategic stockpiling of metals and grains in light of persisting over-capacity in the economy. Cedric further explains why his outlook for the general commodity complex… [Read more]
Having spoken to some of my colleagues at Corporate Financing Week, I’ve been struck by the volume and size of resource deals emanating from China, and I think we could be on the brink of a major programme of asset acquisitions of real concern to – among others – Australia’s policymakers. During his recent visit… [Read more]
