I don't know enough about the statistic to render a verdict, but I notice that Thailand and South Korea are rated cheap, something I have independently come to believe. The chart comes from Dylan Grice of Societe General. Link goes to full report.
Iron ore rally overshot
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The iron ore bear market rally needs a new spur as steel and margins stall:
Dalian futures likewise look toppy: And coking coal: Steel output is still
ri...
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