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Indeed, HSBC summed up the situation nicely yesterday. “The recent market volatility has led to another revival of the “death of the supercycle” theme amongst commentators. It is our view that it has neither died, nor remained in full swing – but in reality has evolved, and has been evolving for some time,” the bank’s analyst said. “Perhaps the largest misconception we see at the moment is confusing the demand cycle with the [capital expenditure] cycle – the former is moderating, the latter is clearly at an end. This is a positive for equity investors.”
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