european debt crisis

Hi All,

Long time reader, first time poster. That is, I have learnt much from the likes of Mihal, FM, etc., who leave little that I could possibly add.

However, I came across an article that discusses the debt troubles of Europe, which touches on an impact to SA exporters:

http://www.theage.com.au/business/debt-trap-in-europe-20110114-19rdu.html

"A slowdown in China would affect commodity markets, both volumes and prices, and commodity exporters such as Australia, China and South Africa."

I am planning to hold my stock for quite sometime, but I do wonder if the much anticipated re-rating is being delayed while the Euro troubles play out? I would love to hear some thoughts from the great minds that frequent this forum...

Keep up the insightful, and often entertaining, work guys.