Iron ore and coking coal prices hover at 6-month lows on Wednesday as Chinese steel prices approach record lows and forecasts for output growth are slashed.
Investors should worry less about the right balance of specific commodities and more about the right mix of early-stage, development-stage and producing companies.
The reaction of the nickel price has been subdued and a new report suggests China may enter the political fray in Indonesia to protect its steel industry.
Financial documents of non-resident Indians traveling to India are being scrutinized in order to see if they're being paid by gold traders to bring in the goods.