Global Research ab 17 March 2026 Mining Strategy China Demand: Signals mixed in Feb-26 China's commodity demand indicators mixed Commodity demand indicators were mixed, with risks for commodities shifting. Retail sales beat market expectations, while the downturn in the property sector deepened. We view implementation of China's 15th Five-Year Plan as a key catalyst near term, though with resilient growth momentum, we see reduced urgency for additional near- term policy easing. We anticipate any policy will ...