Dopey, China now has a 5 year plan that will attempt to keep...

  1. 10,404 Posts.
    Dopey, China now has a 5 year plan that will attempt to keep growth ~7% by stimulus spending of $300 billion/a.

    It is obvious that the Chinese government feel that an economic slowdown is expected for them and the slack will be the stimulus. So we will see a decline in bumper commodity prices and demand but the bottom shouldn't fall out of the markets.

    Soon commodity supplies, prices and transport routes will become highly political.

    Historic charts don't tell us much about the future now, except that the seeds for potential regional conflict have been sown.

 
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