RE: We think China will fully reopen by Q3 2023, UBS says:24 Nov 2022 16:30
Forgive my ignorance on this part, so please be kind with any reply but:
Given that both China and Russia have effectively been alienated by the rest of the World due to Taiwan and Ukraine, is it conceivable that China imports iron ore from Russia rather than anywhere else?
Afterall, Europe is not buying Russian Gas and Oil - allegedly.