By now, it is well-known that the Chinese economy is going through a prolonged state of weakness. The recent July data has merely confirmed this, yet commodities, in particular, the industrial metals complex have been roiled.
The latest commodity dip has lead me to re-orienting my portfolio, which now boasts exposure to industrial metals such as copper. I simply think the industrial metals market has overreacted, giving little credence to the demand side of the equation. In this article, I elaborate on some of these - expansionary policy in the form of infrastructure spend, widening