"While on the subject of China: it’s pretty obvious that their Central Government has put the brakes on the economy, at least for a while, mostly in order to get cleaner air for the duration of the Olympics,"
Its not obvious at all. In fact it sounds like nonsense. The Beijing region has about 2 percent of China's industry and population. Thats where the clean air restrictions are. The other 98% is unaffected. Doesn't look like much of a slowdown to me.
106.6 mlb u3o8 jorc resource at goanikontes a1, page-5
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