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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Tommaso who wrote (26757)	10/31/2003 1:46:12 PM
From: t4texas	Read Replies (3) \| Respond to of 206091

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.

To: Tommaso who wrote (26757)	10/31/2003 7:01:56 PM
From: Mark Adams	Respond to of 206091

Iron Ore, Nickel, Alumina, and to some extent, Copper. There are two lines of thought on the base metals. The first: even though we've already seen a big run up in the metals and stocks, this is just the start of a move not seen in some time. Due to modernization of India and China (1/3 worlds population) and the resulting swell for their local trading partners. The second is the active reigning in by the Chinese Govt by raising bank reserves, trimming export tax credits and what not, may dampen demand next year. Not to mention the short attention span of hedge funds playing the futures. IMO, the jury is still out. Maybe ChangeWave will do up a special report and mark the top for us.

To: Tommaso who wrote (26757)	10/31/2003 11:22:42 PM
From: Cogito Ergo Sum	Respond to of 206091

Check these then for China. Julius Wong has some good info. Subject 53540 Subject 53604 regards Kastel

To: Tommaso who wrote (26757)	11/8/2003 3:42:59 AM
From: t4texas	Respond to of 206091

great china banking situation article that will help you understand how these state owned government companies (state owned enterprises = SOEs) are/have been financed -- even though it is from march 2002. i saw this link posted by ac flyer, and read the whole thing. the first few paragraphs are pretty factual (i have experienced some of them), but the writer appears to want to editorialize more and more as you near the end of the article. anyway most (if not all) of the chinese adr's on the nyse are soe's. be careful out there. china.jamestown.org