China’s Role In The Coming Commodities Boom

China’s Role In The Coming Commodities Boom
moerschy / Pixabay

With anti-Chinese sentiment in the US rising faster than one of Gordon Ramsay’s pies, it’s probably a good time to think about what China means to the global economy, where it’s come from, what its aspirations are, and what all of this may mean for us as humble investors.


See 2017 Hedge Fund Letters.

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In this episode of The Big Question podcast, I talk to our in house mining expert here at HMS Capitalist Exploits, Jamie Keech.

Jamie and I talk about China in particular, and what lies ahead for commodities and how investors can best capitalise on what we both believe will be a massive bull market in commodities in the coming years. Talking points include:

  • How to look at China’s global ambitions when it comes to resources
  • China’s strategy for fostering economic relationships in Africa
  • China’s growing global political influence
  • Why OBOR is the Marshall Plan on steroids
  • The intricacies of the Russia/China relationship
  • Understanding the nuances between economic, political and military influence
  • How China is transitioning from producer of low-cost goods to high quality goods
  • China’s growing importance in tech
  • The role of resources in turbulent times

As a primer to this, you should definitely read his article from last week where he talks about natural resources and China’s plan for the next 5,000 years if you’ve not done so already.

And, as detailed at 1:11:50, Jamie and I will be launching a new service for accredited investors in the resource space. To find out more and get yourself on the VIP list for when it becomes available, go here.

– Chris

“Gold and silver, like other commodities, have an intrinsic value, which is not arbitrary, but is dependent on their scarcity, the quantity of labour bestowed in procuring them, and the value of the capital employed in the mines which produce them.” — David Ricardo

Article by Capitalist Exploits

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Capitalist Exploits is a team of globe-trotting professionals dedicated to seeking out and investing into unique, undiscovered, and profitable opportunities worldwide. This could be an asymmetric trading opportunity in the global currency markets, seeding a tech startup in Israel, or co-investing into a bespoke private equity deal in Ghana! Our team lives and spends time in several different countries, on several different continents. Although we all come from different cultural backgrounds and parts of this great ball of dirt hurtling through space, in today’s world this matters little, as our values and mission are all aligned.
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