China Slow Down

Expect China to slow down its growth trajectory as it heads in to the Olympics? Counterintuitive perhaps, but all the supplies China needs to build the facilties for the games are already in the country. Maybe food and fuel will remain unscathed, but a drop in other materials is likely as China shuts down some of their toxic polluters to 'clean up the air' for the games. Coal is obviously a suspected loser as is iron ore.
However, after the games, expect a renewed surge as the need for China to rebuild the Sichuan area after the earthquake and house the migration of 250mm rural citizens into the cities over the next decade continues.