Posted by & filed under Economic Analysis, Governments & Regulators, Industry Analysis.

Description: Japan and South Korea moved on Friday to reduce their dependence on China’s rare earth metals amid fears export reductions by Beijing could be the trigger for a broader trade conflict as nations joust over currencies.


Date: 10/22/2010


Questions for discussion:

  • Summarize the activities reported and their significance for investors in these commodities and currencies.
  • How might you expect investors to respond to these developments?
  • What are the concerns raised by this scenario?
  • How do you think it will be played out?

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