Economists explain signs from China on raw material and commodities imports

Iron ore may be at the end of the cycle after much global infrastructure investment, but there are other more promising metals.

RIO DE JANEIRO, BRAZIL - China's imports increased 28.1% in July, below the 31.7% figure expected by economists.

On Monday, August 9, this news caused considerable volatility in the commodities market, as China is the world's largest buyer of these products. Iron ore fell 4%, while crude oil retreated 3% at 3:26 PM (Brasília time).

According to Insper professor Roberto Dumas, it is important to understand that a commodities supercycle is not the same as an appreciation of all these products simultaneously or to the same extent.

Understanding China's post-pandemic economic recovery is . . .

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