China's steel sector fundamentally has a demand issue, but its structural reforms are working: CBA

From cnbc.com Watch this video at https://www.metalsmine.com/news/1352974-chinas-steel-sector-fundamentally-has-a-demand-issue.

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.