Let’s face the reality: the Chinese are the best rulers the world has seen, at least since the Romans. Thanks to Richard Nixon opening them up and turning their thinking around; they have absorbed western ideals and capitalism with a vengeance and at the same time salvaging the best of the Communist system. Thus they are able to set national goals and secure them (unlike us with the last one being the moon landing 40 years ago) at a macro level and at the same time let businessmen address the details at the micro level. Thanks to this, they have taken 500 million peasants out of the rice patties and into the consumer class in less than a generation.
Their new leadership is setting goals to rapidly expand their consumer economy at the same time rapidly building up their military. Example: it took about ten years, ten thousand workers, and ten billion dollars to recently build the George Bush nuclear carrier. Their goal will be to produce at least one like this a year. Also, to build 100 story skyscrapers in less than a year. And on and on.
The bottom line: all these will take precious resources that they don't have on a massive scale. Rare earths and metals (like platinum and palladium) that are already in tight supply will surge as they consume ever increasing amounts.
So MCP, TCK, SWC, and PAL will have very bright futures and prices!