chinkiat,
I have had quite some day. You are absolutely right in picking me up on a poorly worded post.
I meant Chinese (not China) manufacturing company which have been in the news lately re FMG etc. I think I was going to say "manufacturing company in China". I used to be ale to think faster than I could type - now unfortunately it appears I am able to type faster than I think!!!!!!!!!
Noble is a trading house, which as you rightly say has very good connections in China given the Hong Kong base.
Apart from the above I am pleased to read that you otherwise basically agree with the underlying thrust of my post.
Today's trading will be interesting but as I hold for the long term it will not influence my holding.
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