As Vale pushes for an unusual mid-contract iron ore price rise, immediate commentary suggests this is a positive for iron ore producers. But is it?
Everyone knows how important the Chinese economy has become on the world stage, but even some of its provinces are becoming economic, international heavy hitters.
It’s been suggested that Chinese economic growth is slowing, but both CommSec and Westpac expect it to remain at around 10% in 2008 and into 2009.
In a little over twelve months, life as we know it has changed dramatically. Financial markets are in crisis, the global economy is staring at recession, and now the commodity super-cycle has faltered. What lies ahead?
According to DBS, Asian economies are holding up well on rising exports driven by China, but how much risk remains if the Chinese economy does slow down.
As the world slows, and the commodity story takes a hiatus, Asia is no longer looking so attractive. Where is the next export economy growth story?
The US dollar has shocked the world with a dramatic bounce. Could China have something to do with it?
Barclays Capital says China is unlikely to experience any great post-Olympic commodity hangover as domestic demand remains strong and growth projects will continue.
Weak economic data from Europe, the UK and China added to US woes on Friday despite a slightly better than expected jobs number. The Dow fell 51.
Investors have been expecting ongoing shortages of coal, and thus further price rises, for years to come. New insights by GaveKal say reality may turn out to be different.