It's good but I find politics hard to reconcile with company action.
I remember five years ago Vanessa Guthrie go with a high-powered Australian trade delegation to signal intent to deal with India on Uranium.
It's why I don't want to have any trade dealings with India, no matter how big a game they talk. The same happened with iron ore re- India. It appears the same with the Quad. Indonesia is like India. They say yes to everything and then SFA happens, except for pollies lining their pockets. We could call it sovereign risk or business-like behavior or lack therof. I call it lying.
Korea is different. Same with Japan. Action and money talk. B/S comes from talk fests.
All IMVHO.
Re: slow and steady wins the race, page-78
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