fwiw Marc Faber reports Chinese exports imploding and falling 2% in November and that coming after export growth rates of 20% a clear indication of the severity of Chinese economic contraction that will effect natural resource producers everywhere
he is also very skeptical of Chinese stats on growth that are swallowed whole by the analyst community he does however see the CRB index as oversold and having significant near term rebound potential
for me I think I will stick with gold stocks and cash
