The real question now is one of value. Are there opportunities in the resources space in the aftermath of this correction? Assuming we don’t experience a global-demand-destroying event, we’re looking at favorable entry point.
There is no doubt that Chinas's growth cannot be sustained by domestic production of natural resources. This is obvious to Chinese corporate procurement officers. It is only now becoming apparent to Chinese domestic institutional investors.
Amid forecasts of continuing double digit growth in the silicon industry, major players are expanding capacity, new players are entering the market and ongoing technological advances are expected to lead to lower solar PV costs in coming years.