Though I have fast become a short term pessimist, I would be remiss if I did not mention that my uncle owns a large metal yard that deals raw materials (steel, copper, iron) and my father manages a company that builds solar cells and carbon fiber ovens, and both of them have told me that their orders from China have ramped up significantly over the past six months. In fact, both of them said that they have more orders than they can handle at the present moment. My father's company has already hit their full year revenue targets, almost solely from business in China.
The Chinese market seems very sound from a production standpoint, it is just a matter of favor amongst traders. Investing in our space right now is like discovering a diamond mine only to find that every woman on earth now prefers cubic zirconia.
