Planski kapitalizam u Kini

China, which as documented extensively in the past, has clammed down on its unprecedented credit creation now that its debt/GDP is well over 300% and as a result conventional industries are dying a fast and violent death. In fact, months ago we, jokingly, suggested that what China should do, now that it has scared sellers and shorters to death, is to launch QE where it matters - the commodity space.

That joke has become a reality according to Reuters, which reports that China's aluminum and nickel producers have asked Beijing to buy up surplus metal, sources said, the first coordinated effort since 2009 to revive prices suffering their worst rout since the global financial crisis.

The state-controlled metals industry body, China Nonferrous Metals Industry Association, proposed on Monday that the government scoop up aluminum, nickel and minor metals including cobalt and indium, an official at the association and two industry sources with direct knowledge of the matter said. The request was made to the state planner, the National Development and Reform Commission (NDRC).

One Reuters source familiar with the producers' request said the China Nonferrous Metals Industry Association had suggested that the state buys 900,000 tonnes of aluminum, 30,000 tonnes of refined nickel, 40 tonnes of indium, and 400,000 tonnes of zinc.

deda wrote:Namjerno su godinama povećavali kapacitete da unište metaluršku industriju u drugim zemljama, prodavali ispod cijene sufinancirajući se kroz državne kredite i sad kad su uništili tržište i kad proizvode u tolikim količinama da nemaju komu prodati robu, sad bi viškove trebala država otkupiti i zakopati negdje pod zemlju kako bi cijene počele opet rasti a proizvodnja biti isplativa.

EmberSpirit wrote:
jer šta će im takav aluminij ako im netreba? :D opet to će stvoriti višak aluminija na tržištu, pa mu opet cijena pada..

deda wrote:

EmberSpirit wrote:
jer šta će im takav aluminij ako im netreba? :D opet to će stvoriti višak aluminija na tržištu, pa mu opet cijena pada..

zato sam napisao ono da ga trebaju zakopati u zemlju

deda wrote:U modernim ekonomijama temeljenim na Breton woods 2 monetarnom sustavu dug je novac.
Bez duga nema novca, nema razvoja, nema rasta.

Kinezi su to jako dobro shvatili i iskoristili.

EmberSpirit wrote:jedini trošak je novac poreznih obveznika koji se ekonomskim multiplikatorima valjda vrati u ekonomiju tako da tu i nema skoro pa troška...

epikur37 wrote:Gle ove dvojice ekonomista, jedan drugom nabacuju loptu i tako u nedogled ;)

EmberSpirit wrote:mi smo višestruki zajeb.. problem je što smo mi imali visoku državnu potrošnju,(keynezijanci mogu na tome biti sretni)