I certainly do. It will have a negative impact when it falls, but not the same when it rises. If you invest in BLR you are probably in other metals as well, a strong vibrant China is critical to the SENTIMENT of stocks in Australia, we have seen what sentiment did 2 days ago, nothing changed in fundamentals....but down we went, call it the lemming effect if you like. There will be lot of shorting going on at the moment so we can expect some turmoil for a couple of days yet I think.
I do think China is important to watch and a lesser extent India. Just my opinion though.
cheers
cfdsRus
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