Whywould Japanese be concerned? If China has profit problems, that meansprices are down, then that means supply is greater thandemand, Any user of this commodity is happy what profits will be upon what they make, but total revenue down on lower volume. Ifthey think rebound is going to happen shortly then great opportunity to stockup, this will raise demand and cause production to increase. If not confident in a product demand rebound, short term, then they will not stock up. Prices will not rebound.
Leverage... by Japan..., page-39
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