Handelsbanken's Senior Commodity and Emerging market strategist, Martin Jansson, will guide us through recent commodity developments in China and the outlook for Xi versus Trump.
China's transformation into a major consumer of commodities sparked an asset-wide commodity boom that lasted for more than a decade. During China's development into an urbanised nation, central and regional authorities used the need for basic goods and raw materials as a means of creating employment opportunities. Downstream capacity has been developed on Chinese soil. As a consequence, China suddenly shifted from being the world's largest importer to the largest exporter, landing in the centre of Trump's trade war crosshairs as a result.
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