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Strategies & Market Trends : Selling to China -- Ignore unavailable to you. Want to Upgrade?

To: Julius Wong who wrote (2)	12/26/2003 8:49:24 AM
From: Dale Baker	Read Replies (1) \| Respond to of 450

FDG - Canadian coal producer that sells a small part of its output to China now.

To: Julius Wong who wrote (2)	12/26/2003 8:51:43 AM
From: amoezzi	Read Replies (2) \| Respond to of 450

Julius, This is a great idea! China can fabricate everything from bras to VLSI chips. What it needs is raw material. Jimmy Rogers was on CNBC and was stressing this fact. He was high on industrial materials and China stocks. This thread addresses both of these issues. I will be reading this thread religiously.

To: Julius Wong who wrote (2)	12/26/2003 12:51:03 PM
From: edward miller	Read Replies (1) \| Respond to of 450

I would break down the list in a little more detail. Producers of raw industrial materials can be broken down into mining stocks that deliver ore or raw metal for manufacturing, oil and gas for obvious reasons, and non-mineral commodities. There must be more that others can identify. Also I think agricultural commodities will benefit, and since I see (to date) no phobia in China about the use of technology in agriculture, perhaps genetically engineered crops which can have advantages in producing more food per acre or in more inhospitable environments. Ed