China EconomyCommoditiesIron ore price

Chinese whispers: “L” is the new “V”!

David Llewellyn-Smith
Wednesday, 18 May 2016
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From UBS:

Back in China. First trip for 2016

Ni Hao. Yes. The team is back in China kicking off the week in Beijing and the surrounds. A small group of 8 investors from around the world have signed up for a week with UBS. Most have been to China before, and the focus of this trip is to determine whether the surge in demand is real and sustainable or nothing more than a seasonal restocking event.

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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.