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Not yet a buy … mining stocks under pressure

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Analysis of results from South32 and a look at whether China’s debt problem is worsening.

Independent analyst Jimmy Moyaha unpacks South32 results which saw profits plunge and struggling Sasol results from earlier in the week.

David Rees from Schroders talks China’s problem of deflation and high debt … are we seeing the Japanification of China? Simon offers his thoughts on capacity utilisation in manufacturing and the leverage effect.

 

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