Welcome to our Sharp Talk on the topic "Xi versus Trump – Commodities and China"
SwedCham is pleased to invite you to a Sharp Talk usually given to leading Hedge Funds, Fund Managers and FX clients, but now open to all interested. Handelsbanken's Senior Commodity and Emerging market strategist, Martin Jansson, will guide us through recent commodity developments in China and the outlook for Xi versus Trump.
China's transformation into a major consumer of commodities sparked an asset-wide commodity boom that lasted for more than a decade. During China's development into an urbanised nation, central and regional authorities used the need for basic goods and raw materials as a means of creating employment opportunities. Downstream capacity has been developed on Chinese soil. As a consequence, China suddenly shifted from being the world's largest importer to the largest exporter, landing in the centre of Trump's trade war crosshairs as a result.