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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (11972)4/15/2004 8:23:30 AM
From: TheSlowLane   of 110194
 
Russ, I wonder if the econo-missed's saying that China will not revalue are the same ones telling us we have no inflation. At any rate, anyone tuning in here or to Coxe won't be surprised if it happens sooner than the consensus view. Anecdotally, I have spoken to a couple of the juniors that I own who operate in China about this. I asked them whether they are seeing any pushback on mining projects due to capacity constraints/overheating. What I have heard is that China is still very committed to exploiting their mineral resources and to making the environment accomodative to foreign investment. I asked about power, for example and heard that power is a local consideration and that Yunnan has plenty of it. Anyway, exploration doesn't require a lot of juice, not like a mining operation in production. Just some thoughts.
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