The strength in the materials names today? Stimulus via Business Insider
How Strong is China’s Economy? Despite a recent slowdown, the world’s second-biggest economy is more resilient than its critics think. Economist
The Global Middle Class is Bigger Than We Thought: Foreign Policy. Also, this does not read negative to me: Bear in a China Shop, also at Foreign Policy.
China matters, not Europe. Humble Student of the Markets
With the materials sector beaten down, here is a baby primer with specific companies on the second page. 24/7 Wall Street
A good reminder to remain objective, I like to call it intellectual honesty: Reformed Broker. So we consider The Chinese resource supercycle slows down at the Globe and Mail.