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Commodities demand: China vs India

Commodities demand: China vs India 4:18
Commodities demand: China vs India

10 Aug 2015
Macquarie Group

For the first time in recent history, Chinese steel production is expected to be down year on year, according to our Head of Commodities Research Colin Hamilton, resulting in weaker demand for commodity bulk imports. At the same time, Indian demand is enjoying double digit growth rates, with the expectation that the ten year commodity outlook will begin to be driven by India, rather than China.