What matters for AZS is the Long term outlook for commodities, not short term moves. Unless you're a trader, in which case you care and are likely to emphasise short term moves much more dramatically.
Xi is under colossal pressure domestically because the Chinese export focused economy is rapidly imploding. Rapidly. This is a reality that you ignore and it's one that I have pointed out repeatedly.
His aggressive expansionist tactics are under huge pressure as the reality of trade war sinks in. Again this is something I predicted. Uncannily accurate? Maybe. But I leave self-congratulation exercises to others. I'm interested in the facts here, and facts are not wisely ignored.
You might find that article in the Fin Review enlightening. After all, it is written by an ex ambassador to China, not just a relative of someone who knows someone from China.
Trump is made of Teflon IMO. I don't like the man but that's irrelevant. (People allow their personal dislike of him to get in the way of analysis. This is a mistake IMO). What matters is the relative pressures. And as I previously stated, China is under seige. It's so bad they've stopped publishing some economic data from crucial manufacturing provinces.
Xi has powerful enemies and they're starting to speak out, such is the level of disruption that's going on in China. Naturally Xi's loyalists, of which you have assured me your connections are part, will indeed tell you everything is just fine and everyone loves Xi.
I think he's overreached and miscalculated. As previously stated. I also think that China is desperate to resolve this, and is much more desperate than Trump.
