The commodity market is broadly reacting to seemingly bad news...

The commodity market is broadly reacting to seemingly bad news from China economy, and its supposed impact on commodity demand. Chinese factories in the famous activity centres are shutting down etc What is actually happening is that Chinese factory owners in non high tech are quietly moving their operations to semi rural areas in central and western China where a lot of the population are still almost nineteenth century living conditions and wages and land etc. are much cheaper. In the cities it has become increasingly expensive to hire labour and expectations and costs have risen. The container loads of low wage manufacture stuff, are still pouring out of China, in millions, but the locations of the factories are changing. All is not what it seems. Foreigners rarely go to the out of the way areas.
Chinese logistics are way better than India,Vietnam, Indonesia and so on and this continues to give that edge.