China-North Korea tensions impact on raw materials, page-3

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    It has little impact in and of itself. However it shows China might not be too fussed on loosening restrictions on coal production which would end the rally. On a wider scale it shows Xi is continuing to gain the upper hand over the Jiang faction which increases the chance of deregulation starting up again and the currency being allowed to fall. A weaker Yuan isn't good for miners.
 
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