That infrastructure spend is massive isn't it, double the US infrastructure program. Also lucky for us timing wise is that we are in an "election" year for China, which means Xi will be doing what he can to keep the people happy. China politburo meeting this week will also hopefully add some good info about relaxation of monetary policy, property development etc. All this short term covid worry will just stretch the slingshot tighter, good for mid/long term imo.
Understanding the demand for Green Steel, page-32
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