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Strategies & Market Trends : Greater China Junior Stocks

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To: Jill who wrote (358)	10/26/2003 7:33:12 PM
From: Condor	Read Replies (1) of 1992

Hello Jill, The broad based informed scuttle on China and base metals says that demand in China is progressing at such a fast pace that many base metals production and inventory slack will be soon eaten up. This appears to be happening now. Consider the following: Message 19434350 It is time for investors to evolve in their knowledge and tactics to invest globally. Those that won't move beyond the Proctor and Gambles and the comfort of the Nasdaq and shun delving into foreign stocks and other currencies do so at their own risk. For example...in the past three months, an American investor buying a Canadian stock would have seen his investment appreciate by 15% just on the currence exchange alone. The Chinese Renminbi (Yuan) is coming under increased pressure to re-value substantially upwards. How nice to own Chinese shares and get the perk of currency appreciation on top of equities success in an exploding economy. There are (get this) 800,000,000 million small farmers in China who are essentially serfs () . They farm land not their own. The Chinese government is devising a way to get title to them. The implications of this alone are incredible. The entire population of North America is less than 1/2 the number of their farmers. Financing would now be available to them. (they could have a fleet of oxen....bad joke) Farming productivity gains would be huge. Consolidation of farms to farming conglomerates and the resulting economy of scale Increased affluence for 800,000,000 Resulting consumer demand increase Can you imagine in 10 years if these poor farmers were able to build and own homes. The copper consumption alone would be incredible. The Chinese government has recently permitted and encouraged gold ownership. What does that do to the world gold inventory. What does that do to the $ US. The implication is that the monetization of gold is a real possibility and there is much talk of this in global circles now. The sentiment to the US $ as being the worlds reserve currency is not met with much enthusiasm anymore. Inevitably China will be the de facto engine for all of South East Asia and will impact on the rest of the world immensely. To ignore China, to ignore world currencies and to ignore foreign markets is a one way ticket to obscurity IMO. In this day and age it is time to get with the program. Anyone who insists on Procter and Gamble'ing themselves ad nauseum, does so at their own peril. Sorry for the soap box speech Jill, your post just triggered some thoughts. Cheers C CLSA Asia Pacific Markets, Rural China, Special Report Thanks to our Capital Alliance for the above (V.CPT). BTW...I own some Inco ( NYSE:N ) :o)

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