From memory in the QR Amanda mentioned the air conditioner subject. I never fully saw the full relevance either but the mentioning of aircons pops up randomly. Put that aside it looks like the financial commentators are talking now of a bad year and the domestic Chinese consumption tightening up, property failures and lower exports may make for bumpy months ahead. I'm not liking the tone.
Lynas - Never fails to disappoint, page-476
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