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China's steel sector fundamentally has a demand issue, but its structural reforms are working: CBA
Vivek Dhar, mining and energy economist at CBA, says it’s a good sign that there is nationwide buy-in for curbing steel overcapacity in China, that there will be workarounds for anti-dumping investigations from the country’s neighbors, and that the markets got over-excited over China’s Yarlung Tsangpo mega dam project.
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- Jul 24, 2025 5:48am Posted byFundamental Analysis191
