Resumen de Commodity bull in a China shop

• "We beat annual growth forecasts, we beat year-on-year growth forecasts, so after the fourth quarter nobody has any reason to doubt the soft landing story in China. It's kind of like a golden spot - stronger growth, but not strong enough to trigger a lot more inflationary concern," Dariusz Kowalczyk, Asia economist at French bank Credit Agricole CIB, said.

  "What everybody wants is growth that's strong enough to give us peace of mind that revenues will increase and there is no hard landing risk, but not excessive, not strong enough to trigger inflation. And this is what I think we are getting. I'm bullish on China still," he added.

  "Policymakers might choose to [deflate the property market] out of concerns over systemic risks posed by local governments' unhealthy leverage or rising social discontent on high housing prices," [Wei Yao] said.