Focus on China: Commodity demand, the impact of regulatory reforms, continuing friction with the U.S. What does this all mean?


China's economy is challenged by weak global trade and US-China tensions. How will the US-China conflict evolve? Meanwhile, within China, the imperative to reduce financial risks and higher tolerance for slower growth among policymakers mean a relatively restrained approach to stimulus.

In this keynote Louis discusses:

  • How restrained Beijing will be in terms of economic policy and how low it will allow economic growth to be in 2020?
  • Further out, how well is China positioned to continue to grow robustly in the face of international tension and the middle-income trap?
  • And, how will its economic structure – and thus commodity demand – change in the coming decades?
  • What does this all mean for the mining industry?