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Not sure if this has come across your feed.

https://overcast.fm/+yOwBU8TXk

James Aitken, ex Oz investor currently living in the UK, interesting take on China.

Thank you for sharing your thoughts. Martin

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Your most welcome mate, thanks for the link.

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If this is true, I wonder why iron ore prices have not fallen. I guess there's a few explanations: 1) lag 2) other construction 3) stockpiling (for war, inflation, or market manipulation)

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