The downward leg of the supercycle has eroded the case for diversification, pushing firms to reconsider strategies last used in the 1990s: focusing on single commodities in which they have the cheapest, best-quality ores.

BCG's Konrad von Szczepanski spoke with the Economist regarding mining companies' responses to slowing demand from China. According to Konrad, the downward leg of the supercycle has eroded the case for diversification, pushing firms to reconsider strategies last used in the 1990s: focusing on single commodities in which they have the cheapest, best-quality ores.

The Economist