I suspect that if China does disappoint on the growth figures at some stage they'll still be talking something like 3 - 5% growth that most countries would die for! Even such "low" growth will require ongoing increase in electric power generation fueled mainly by coal and a player the size of IDL will be flat out trying to keep up IMO.
The contingency for a China slowdown is the growth that should come from Sth America, Russia, Japan & maybe India if they break into that market too.
I'm confortable the prospects are good, but SP can do funney things.
IDL Price at posting:
36.5¢ Sentiment: LT Buy Disclosure: Held
