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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 375.93-1.8%Nov 14 4:00 PM EST
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To: TobagoJack who wrote (57631)11/9/2009 3:42:11 PM
From: energyplay  Read Replies (1) of 217768
 
You are looking at a classic old school colonialist / view.
I don't think the proposed action on raw material makes ANY sense in that view, since China is a net importer of most of the items.

So I am back to WTF ? Why is this proposal about these commodities instead of rare earths ?

It is like someone took the situation in rare earths, and and applied it to coke and aluminum.

****

Much of the world's interaction with China has been different than the classic colonialist actions. I don't think China embraced business enterprise to benefit external powers.

Compare with the large investments to make (and now design) products in China for sale to China and East Asia. Autos are a major example.

Also note extensive FDI for complete end products being shipped from China.

>>>There is a full range of industries in Greater China, with some controlling 90% of the supply chain from farmer to retailer, and many doing only pieces.

A few other notes -

(i) That should be _downstream_ margins

(ii) The cap and trade advocates want to screw (effectively tax) everybody in the world, not just China. There is lots of opposition to this rip off world wide. No reason for China to feel special. Not reason to get shafted either, just because other countries are being ripped off.
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