Independent Stock Analysis considers the industrialization of China a major investment theme. Materials and metals, of course, are how we play it: Dramatic copper demand growth expected from China, India, Brazil at Mineweb.
Rising China is a Misnomer…and Other Actionable Takeaways from Frank Holmes.
Investors must always be vigilant against their biases. China’s economic fortune sure has been taking a beating in the financial media. Thus we consider the bear case:
We know from observing the industrialization of that nations iron ore is the first material to peak in usage intensity. Iron ore has been a whipping boy lately, being priced at 6 month lows. Yet, Iron ore hits 5-week high as China continues to forge steel near record pace at Mining. You can be sure they know this too, but Rio Tinto takes next steps in its iron ore development plans at Rio Tinto.
Chinese Data Mask Depth of Slowdown, Executives Say from the New York Times.
Vale and Goldcorp by John Tumazos.