BobWins/Roque et al,
Just finished reading the latest Foreign Affairs articles on China. I want create/update a microcap 10 year investment thesis based upon China's thirst for resources. They are anticipated to grow 9% for the next 20 years...last year accounted for 31% of the global growth in demand for oil and their combined share of the world's consumption in aluminum, nickel, and iron ore has doubled to about 20% and is likely to double again by the end of the decade... much of those stats are already factored in but current prices cannot reflect the full impact of that growth....
I have added as much oil as I can stomach (TGA/EGY/CHAR/COP), bought some commodity funds and will look again to mining stocks etc. but wanted to get some ideas on a major sector/industry focus or view of the massive change underway in the global economy and how we VMCers can benefit.....
Art....
****My uninformed opinion only...do your own due diligence****
