Whilst the US economy looks increasingly pressured, China's economic performance looks to be steadily improving. Data this past week points to strength on a variety of fronts, with 39 out of 41 industries reporting growth, including a 15.6% increase in steel production and most importantly from my perspective a 13.4% increase in electricity output.
I have been a senior resources analyst following the fortunes of the mining and energy sectors for the past 25 years - previously working with stockbroker Intersuisse and financial group Fat Prophets. I am also Executive Director, Mining & Metals...
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