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Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?

To: TrueScouse who wrote (15334)	8/1/2003 11:53:39 AM
From: Canuck Dave	Read Replies (1) \| Respond to of 39344

Talk about pent up demand. If the Chinese ever relax restrictions on silver ownership, watch out. China has had a long history of bad money, and effectively functioned under a gold and silver economy until 1949. There's still a few silver coins tucked away, I'm willing to bet, and they like it for the obvious stability it brings. CD

To: TrueScouse who wrote (15334)	8/1/2003 12:07:04 PM
From: Louis V. Lambrecht	Read Replies (2) \| Respond to of 39344

Howy, I had a piece of Puplava in mind about China. Can't figure out how to retrieve that link. Possessed a table of the raw materials China was producing vs. was importing. Beyond PM's which Chinese hoard as Italians and French, there are the basic mining materials. These are not in the spotlights, but already rising. I used to consider basic materials as copper as the pre-rebound indicators. If economy rebounds on manufactured items, these items need for instance copper half products. So miners have to ramp production while prices are rising in order to deliver the ore, needed by the transformers,.... These times are different, due to the export of manpower heavy, or pollution heavy, production to China. And China has for her own a need of those products in plain quality of life rising standards. So, PM's yes, but don't forget they are hungry many base materials.