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CSI: Can the state sustain China's bull run? (Oct. 31, 2016)

Steel, iron ore and coking coal prices have strengthened markedly in the weeks after the National Day holiday, brushing off fears that demand will decline into the winter. A key source of strength has been a seasonal uptick in real estate, although key monthly indicators are still down year-on-year. Over the year however, infrastructure remains the key support.