Buy what China takes, sell what it makes. Follow this rule over the last decade and big bucks would have come from bull markets in high quality iron ore and copper. Zinc and aluminium, of which China has plenty, did not perform nearly as well. This year, though, the maxim did not hold. Zinc and aluminium have helped lead the CRB Base Metals index up 12 per cent this year, its best performance in a decade. If prices rise high enough for the latter, China may simply increase exports, capping the rally.
买入manbetx3.0 消费的,卖出manbetx3.0 制造的。在过去10年里遵守这一准则,就能从优质铁矿石和铜的牛市赚得盆满钵满。manbetx3.0 不缺的锌和铝的市场表现远远没有这么好。然而今年以来,这条准则不灵了。在锌和铝的带动下,CRB贱金属指数(CRB Base Metals index)今年攀升了12%,创10年来最佳表现。如果铝价上涨幅度够大,manbetx3.0 可能会增加出口,从而抑制涨势。