Western investors have been waiting patiently for China to stimulate so their stocks will go up again.  Just be sure they follow through.  Rather than compete against the Chinese, sell them what they need.  Enjoy today’s industrialization of China meme.

“The greatest wave of voluntary migration in human history…”  Economist

My favorite play continues to be Teck Resources via Minyanville.  Steel industry readies for project surge from China Daily.  Always remember, mining is a tough business at the Financial Post.

A generalist becomes interested in the resource sector:  Reformed Broker.  My advise?  Stay with the big cap names or use Rick Rule.  The disconnect means valuations are tasty.  Globe and Mail

China spends $US21.4bn on foreign assets in first quarter:  The Australian

“Will the ECB and Fed Follow Where China Leads?” was written before China cut.  “We believe the next government policy cycle might be just around the corner.”  Frank Holmes