Trick or Treat: Which assets will rise from the dead?
Many Happy Returns
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Commodities
The government policy in terms of protecting vulnerable households will also have a big impact on prices. If we're seeing Chinese growth cool and uncertainty there, that's not good for commodity prices. For copper, more than half of the global supply is bought by China. So they're an incredibly important demand source for that commodity. It really depends how long the soft patch lasts for China. And it's true of energy commodities as well - so much of it is driven by Chinese demand.
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