China's steel sector fundamentally has a demand issue, but its structural reforms are working: CBA

Vivek Dhar, mining and energy economist at CBA, says it's a good sign that there is nationwide buy-in for curbing steel overcapacity in China, that there will be workarounds for anti-dumping investigations from the country's neighbors, and that the markets got over-excited over China's Yarlung Tsangpo mega dam project.