re: gold, copper, oil recovering I'm with marco. China's economy still needs iron ore, copper, and every other resource you can name. Oh let's not forget uranium, and BHP does own the world's biggest uranium mine.
If China wants to build and export cars, move up the economic value chain, and provide fuel for over 1 billion people, you can sure as hell bet that they will need raw materials and energy.
A 0.3% rise in interest rates alone will not stop all the above.
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