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Via Clyde Russell:
In theory, the touted billions to be spent on ports, roads, railways, power plants and so on will serve as an ongoing stimulus for commodities such as iron ore, coal, copper, crude oil and a host of minor metals with industrial applications.
If there was a flood of projects being financed and built by Chinese companies, it would be reasonable for this to show up in various economic indicators.
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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.
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