You're letting your politics get in the way of your investment...

You're letting your politics get in the way of your investment thinking. China stirs things around as a means to distract attention from their other issues at home (think HK as just a small part of it) and at the end of the day everything continues as normal. On top of that is the rising of India as an industrial country when it can get its energy systems sorted just the same as china got its energy sorted before it rose to where it is. Brazil has enormous problems to overcome before Vale drops back into slot and even then it is little threat to Aus IO trade. You can count west Africa out as any sort of threat through corruption causing endless instability.