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I'm sure some on this board came across Mr J Rodgers recent interview. Of course, he (and the rest of the world) pick China for best lookin gal in the class of the 21st century. But he brings up an interesting point. He says the way to profit will be to identify companies that sell something China needs (in other words, they stay out of China but sell into it)... that companies who try to do business in China are in for alot of pain.

What does China need that they can't get internally? Oil? Copper? Steel? I picked Rio Tinto last year for just this reason... does anyone know others off the top of the head? thx for any thoughts...


(I read the last 90 posts and didn't see this addressed)
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