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Is China Isolated From It?
Timothy Stanley: What's happening in china right now is impacting the global commodity story. He says if China was running a repeat of its two thousand and eight masser stimulus play it would drive enormous demand for energy, metals, agricultural commodities. But since they're not, that means growth is very weak - which has been weighing on prices across the board.Stanley: It's almost like kina comes almost at a fortuitous time, in the sense that this is not a time where ina retailers want to have a lotlike inventory or stuff coming from china.