I find this article is very interesting. http://seekingalpha.com/instablog/360087-michael-xiao-yong-xie/21317-china-banquet-near-its-end?source=new_post
this is new to you. this has been the speculation all along and continues to be. though most others who report on it tend to focus on their belief that the loaned money is being injected into copper and other metals, rather than the market itself. either way, a $600+ billion stimulus program and insane amounts of ST liquidity in a country that still has GDP growth of 6% is mind-boggling. it can’t last forever and the repurcussions will be known in the upcoming year or two. i’m with the “there is no recovery besides the massive govt stimulus worldwide” crowd. double dip coming february 2010.
there are very limited ways to invest copper and metals in China. the rumor is just an excuse for the rocket high prices.