Edward Morse at Citi (via Business Insider) has made a bearish call on the commodity supercycle based on a slowing Chinese economy and re-balancing growth away from infrastructure spending toward the consumer.
I beg to differ. The secular commodity bull cycle is not ending this cycle, but in the next downturn. That’s because the new leadership are not reformers, and these "princelings" …
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On November - 22 - 2012 Articles of Interest
