Commodity bears should look again at China's credit growth

There's been a lot of chatter over the past couple of weeks that the 10-year-old "super-cycle" in commodities may have peaked and that prices are now set to trend lower over the coming years.

You can see why investors are worried. As the first chart below shows, commodity prices have struggled to perform lately. Since its early 2010 peak, the Thomson Reuters/Jefferies CRB Commodity Index has fallen by almost 20 per cent.

via Business feed http://www.scmp.com/business/article/1152680/commodity-bears-should-look-again-chinas-credit-growth