BMI View: The metals industry in China will be facing a period of steady decline in demand and supply growth over the coming years. We believe the boom years of Chinese investment-led growth are over and this will seriously undermine growth of China’s metals industry, particularly steel and aluminium. Indeed, we expect the recent economic rebound in China to surrender to structural headwinds in H213. We believe the metals industry in China will be facing a period of steady decline in demand and supply growth between 2012 and 2017. On the demand side, we are expecting a sharp slowdown in …
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