As a holder I follow the "China Story" very closely and I am...

As a holder I follow the "China Story" very closely and I am throughly convinced that this is a once in a lifetime opportunity that I want to take advantage of.

The numbers are astounding. At the current rate, every year, 20 million people move from the countryside to the cities. This urbanisation combined with an overall growing population results in an ever increasing demand for housing and utilities. Many analysts are of the opinion that it is this kind of trend in both India and China that will more than makeup for the decline in U.S. housing construction.

I believe China has earmarked $420 billion for infrastructure in its current five-year plan. And there are many more compelling numbers whether it be domestic or export related.

AGF is great way for Australian investors to be part of this story.

I am also bullish on commodities. Companies such as BHP and RIO are perfectly positioned for the China infrastructue boom.