2004-02-22

--- Die Rohstoffzulieferer profitieren besonders vom China, schreibt der Economist: or the most part, though, the commodity and materials firms are being energised by the growth opportunity presented by China. David Humphreys, chief economist of London-based Rio Tinto, says that China will become increasingly central to his firm's planning, despite accounting for less than 10% of its current business. That figure understates China's significance, because “the truly important thing is the growth segment, and that is where China is so dominant. What is now taking place there is on a scale that has no real precedent.” For some commodities, such as iron ore, China in effect accounts for all the world-wide growth, he adds.

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