Jean-Marc Bonnefous talks China and QE2

china-emerging-market

After taking part in the panel discussion on emerging market risks at Energy Risk's recent Commodities Trading & Investment Summit in Geneva, Jean-Marc Bonnefous, managing partner at Tellurian Capital Management, caught up with Energy Risk's Ned Molloy to go into more depth on these topics:

Is a "hard landing" scenario likely in China and what the would the impact be on commodity prices? What is the significance for commodities of the end of the second round of quantitative easing in the US?

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