Daniel Hynes

Investors are fairly cautious leading into the weekend. With the comments overnight, particularly on the U.S. side, creating a bit of uncertainty around the meeting, investors are reluctant to really do too much, if there's any sign talks are back on (after the weekend), the base metals sector would be relatively buoyed. The downside is pretty well priced in for a while now so any encouraging sign ... of talks should be viewed as positive.

It's more been their competitive advantage into Asian countries which has really driven that rise in exports, i think that will continue and will keep those export levels relatively high despite the pressures we're seeing now.

We think it's a longer term dynamic playing out: China exporting... by Daniel Hynes

We think it's a longer term dynamic playing out: China exporting its surplus to the Western world.