Silver prices have lagged gold in 2014, gaining just more than 1%. PureFunds co-founder Andrew Chanin tells TheStreet's Joe Deaux that a real slowdown in China could fuel a rally in silver. Chanin says base metal producers likely would have to cut back on production, and since silver is a byproduct for many base metal producers, it would take more silver supply offline. Silver miners, though, would be able to continue to produce, helped by reduced supply by base metal competitors, he says.

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