Chinese buyers of commodities are everywhere-just did a run around south east asia and ran into bucketloads of CITIC/CNFMC related mining entities trying to purchase metal concentrates like there was no tomorrow.
Twiggy Forest may have upset them for what ever reason but they are definately in the market.
Property market overheating-probably. But infrastructure demand is a multiple of that equation-dams, roadways, ports, warehouses, transmission lines, power plants etc etc etc.
They are now doubling the size of their economy every eight years or so. By the early 2020's it is due to surpass Japan as the world's second biggest economy-if not sooner.
I think the dragon will be knocking out annual growth figures of better than 7% for some time to come.
That is why I remain long mining/petroleum stocks.
