MarketThoughts.com Home Page
 FAQFAQ   SearchSearch   MemberlistMemberlist   UsergroupsUsergroups  StatisticsStatistics   RegisterRegister 
 ProfileProfile   Log in to check your private messagesLog in to check your private messages   Log inLog in 
Staying Loyal to China
Goto page
 
Post new topic   Reply to topic    MarketThoughts.com Forum Index -> Market Commentary
View previous topic :: View next topic  
Author Staying Loyal to China
HenryTo
Site Admin
Site Admin


Joined: 06 Aug 2004
Posts: 7688
Location: Houston, Texas & Los Angeles, California
PostPosted: Wed Jan 19, 2005 7:59 am    Post subject: Staying Loyal to China Reply with quote
Says that export manufacturing and local consumption are still going strong - but that infrastructure spending (which accounted for the rise in steel and concrete demand, etc.) is slowing down:

http://www.forbes.com/strategies/2005/01/19/cz_mm_0119sf.html?partner=yahoo&referrer=

This jives with what I've been talking about. I am not bullish on steel shares here.
Back to top
View user's profile Send private message Send e-mail Visit poster's website

Please log in to view without the ad banners
Display posts from previous:   
Post new topic   Reply to topic    MarketThoughts.com Forum Index -> Market Commentary All times are GMT - 6 Hours
Goto page
Page 1 of 0

 
Jump to:  
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot vote in polls in this forum


Powered by phpBB