Why Invest in Base Metal shares? (Present intention about 10%)

• Despite the current crisis, the worst since the Great Depression, demand for base metals has recovered much quicker than most forecasts;
  
  
• China, in particular, is stock-piling global commodities such as copper and iron-ore as part of a re-allocation, amid concern that the value of its dollar assets may decline;
  
  
• The main thrust of the Chinese economic stimulus is not targeted at rescuing troubled banks, rather investing in infrastructure, which is materials and energy-intensive;
  
  
• Potential US Dollar weakness, compounded by massive issuance of Treasury bonds, should have a reflationary effect on commodity prices.