China Economic Service from Simon Hunt

HenryTo

Mauldin's latest "Outside the Box" feature. A must-read, I believe:

http://www.investorsinsight.com/otb_va.aspx?EditionID=241

rffrydr · Posted: Wed Dec 14, 2005 10:10 pm Post subject: Rise Comrades...and deliver!

Yes they will--and are:

http://za.today.reuters.com/news/newsArticle.aspx?type=businessNews&storyID=2005-12-14T110508Z_01_ALL439942_RTRIDST_0_OZABS-MINERALS-CHINA-COPPER-20051214.XML
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Today is the Tomorrow you worried about Yesterday!

HenryTo · Posted: Tue Dec 13, 2005 4:09 pm Post subject:

Thanks, Victor.

Simon Hunt and I actually exchanged a few correspondences on copper awhile ago. At this point, I am still debating whether to make a trade. Will probably email him again and try to get his take on the latest situations (such as the strike in Chile and so forth).

The "growth at all costs" model that China has adopted for the last decade is now coming back to haunt them. There is really no one else to blame for rising raw material prices except themselves. At some point, the Chinese government will put a stop to all this - and after that, raw material prices will collapse.

Best,

Henry

victor · Posted: Tue Dec 13, 2005 11:09 am Post subject:

Henry,

Simon Hunt on copper:

http://www.arpllp.com/show_item.asp?id=229&itemtype=commentary&pagesize=20&section=00010028

Best regards

victor