Investors should take away two things from Thursday’s private capital spending numbers from Australia. First is that the brief row between miners and the government on the taxation of profits has had little, if any, effect on investment. In the year ending June 2012 miners plan to spend an aggregate $83bn on Australian projects, two-thirds more than the expected total for the current year, and well over double last year’s level.
投资者应该从上周四澳大利亚私人资本支出数据中领会到两件事。第一,矿商与政府间围绕利润征税的短暂争吵,即便对投资真有影响的话,也是微乎其微。在截至2012年6月份的财年里,矿商计划对澳大利亚项目总计投资830亿美元,比当前财年预期的投资总额增长了三分之二,比去年的水平增长了一倍多。
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