CSD 0.00% 12.5¢ consolidated tin mines limited

I think your crazy in terms of China with hidden debt by state...

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    I think your crazy in terms of China with hidden debt by state entities, output for the sake of out-put where china needs to dump product overseas, ghost cities etc. However it definitely still consumes a huge amount of raw materials, what happens when they keep needing stimulus money when their property market comes back to earth(there is much to fall yet) they will sell US treasuries. They are buying overseas assets funded by their reserves to offset this and the yield from these assets to help pay for the stimulus, while drawing down treasuries. GDP growth I believe in china is close to 4.5% rather than what is reported. Thus their increased appetite of raw materials should be tapered affected by their holding inventory (they have accumulated stock ), pointless production, construction slow down offset by rising GDP(hence increase in metals consumption)
 
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