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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Tommaso who wrote (26757)10/31/2003 1:46:12 PM
From: t4texas  Read Replies (3) of 206089
 
you're ok with ptr. the govt. owns 90% of ptr, and they want it to do well -- so it will. with the big dividend, you are on the gravy train until some event happens in china or that impacts china's growth. i just read two quick articles from andy xie of morgan stanley, and he's talking about a sharp slowdown in china soon. i sent it to a biz guy i know in china, and he said he does not think so. andy has a better overview of china than my biz guy, so it is something to monitor in the next several months. government moves in august and september are the drivers behind andy's call for a sharp slowdown. i plan to make some calls to china this weekend, and i think i can find out more about the government actions on things. it just dawned on me that i should go read some posts on si from jay chen. he posts a lot as far as i know.
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