Table of Contents
Executive Summary — 5 SWOT
Analysis — 7 China Political SWOT — 7
China Economic SWOT — 8 China Business Environment
SWOT — 9 Special Focus: Outlook For Global
Mining — 10 Table: Biggest Chinese Acquisitions In
Australia Since 2005 — 12 Table: Global Mining – Top
Five Companies By Market Capitalisation (US$mn) — 14
Table: Global Mining – Key Players’ Future Investment Plans
(selected projects) — 15 Industry Trends And
Developments — 17 Market Overview — 17
Regulatory Structure — 17 Regulatory Structure
Developments — 20 Project And Property
Updates — 21 Metals — 21
Gold — 21 Copper — 21
Nickel — 22 Iron — 22
Zinc — 23 Bauxite And Alumina — 23
Uranium — 24 Minerals — 24
Coal — 24 Table: Mines In China — 26
Business Environment — 27 Asia Pacific
Overview — 27 Table: Asia-Pacific Business Environment
Ranking — 27 China – Business Environment
Ranking — 28 Limits Of Potential
Returns — 28 Risks To Realisation Of
Returns — 28 Legal Framework — 29
Table: BMI’s Legal Framework Ratings — 30 Labour
Force — 32 Table: China – Demographic Indicators,
2000-2030 — 33 Table: Regional Labour Force
Quality — 34 Foreign Investment
Policy — 35 Table: Asia’s FDI Inflows,
2005-2006 — 36 Table: China’s Annual FDI Inflows,
2000-2006 — 36 Political
Environment — 37 Foreign Policy — 37
Domestic Politics — 38 Macroeconomic
Forecast — 40 Table: China – Economic
Activity — 42 Industry Forecast
Scenario — 43 Metals Price
Outlook — 43 Aluminium — 43 Table: BMI
Aluminium Forecast — 43 Copper — 45
Table: BMI Copper Forecast — 45 Table: Stock Levels At
London Metals Exchange Warehouses (tonnes) — 47 Global
Industry Overview — 47 Regional
Analysis — 48 China – Mining Industry
Forecast — 50 Table: China’s Mining Industry,
2005-2013 (US$mn, unless otherwise stated) — 51
Competitive Landscape — 52 Table: Key Players In
China’s Mining sector — 52 Company
Monitor — 53 Shandong Gold Mining
Company — 53 Zijin Mining Group — 54
Datong Coal Industry Company — 55 Zhaojin Mining Industry
Company — 56 Appendices — 57 Appendix
A: Global Assumptions — 57 Table: Global Assumptions,
2008-2011 — 57 Developed States — 58
Table: Developed States’ Real GDP Growth,
2007-2012 — 58 Emerging Markets — 59
Table: Emerging Markets’ Real GDP Growth,
2007-2012 — 60 Regional Aggregate Data And Exchange Rate
Forecasts — 61 Table: Global & Regional Real GDP Growth &
Average Exchange Rates, 2008-2011 — 61 Appendix B:
Business Environment Ratings Methodology — 62 Ratings
Overview — 62 Table: Mining Business Environment
Indicators — 63 Table: Weighting Of
Components — 64
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