Cycling over a Chinese pothole

The outlook for iron ore prices should sound a note of caution for investors in our big producers.

PORTFOLIO POINT: A fall in China’s demand for iron ore, combined with a boost in supply, will lead to lower prices and put the margins of Australia’s big producers under pressure.

Like a thief in the night, it crept across our news screens this week: “The rate of China's iron ore demand has peaked'¦”


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