Once again who are there contacts on the ground in China, what sources are they siting, etc I mean anyone can say anything. For example, I can say that oil sucks because it burns, and if I was a big bank, then everyone would say OMG sell oil. Wake up, the world isn't black and white: Morgan Stanley and Deutsche Bank. It might be time to hire a consultant with actual experience, ie. JL, Simon Moore, etc.
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