Metals & China: More Pain, No Gain?

Summary

Topics:
CreditSights’ Senior Metals & Mining Analyst, Wen Li, and Senior Chinese Corporates Analyst, Zerlina Zeng, discuss their outlook on the commodities market, with a specific focus on iron ore given the recent downward volatility. They also explore the implications of China’s pollution control policies as well as the Evergrande debt crisis on industrial activity and ultimately commodities demand.