Good for Nuclear (ERA & RIO), not sure what it all means for IOP as it was below expectations in terms of a PRC full blown stimulus package. Steel companies will do well, the PRC can easily obtain iron in every province, good quality steel is hard to come by. Should be good for engineering contractors, pity WOR starting wasting its time & resources in Canada, others such as DOW & McMahon might get a taste of the stimulus.
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- Year of the bull: China's leaders plan major economic shift to boost growth
Year of the bull: China's leaders plan major economic shift to boost growth, page-51
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