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China's demand stumble comes at an awkward time, just when more and more supply of raw materials is coming on stream in many sectors. No quick fix in sight, china's stock market stumble now risks knocking demand down further. What all this points to is the need for a lot more easing, including extra fiscal spending. China's economy is highly dependent on construction. With that engine sputtering, mainland commodity demand will struggle to make headway for a while.

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