"China had a dead sector and now there is a rebound in metals. With the positive sentiment, let's see if the numbers continue to sustain at the same rate. We are at the base of a commodity super cycle. There will be continued reaction to Federal Reserve rate hikes, which will increase volatility. Over the long term, the commodities market is looking strong. China is still a large manufacturing hub, even though companies are looking elsewhere," says Zayn Kalyan.