Rare earths are a "hot topic" in Southeast Asia. I've just arrived back from Hong Kong and Tokyo. In both cities I had private meetings with the clients of CLSA, a large Hong Kong-based brokerage, which advises institutional investors. I also spoke at the CLSA "U" Forum in Tokyo where that company brings together sector experts to give analytical talks. Mine is "Rare Metals in the Age of Technology".

I made a similar visit to New York City in December and next month I will be in Europe talking to a number of very large institutional investors.

I have written up a synopsis of what I am being asked these days at these meetings, and my responses. You can read it at The Jack Lifton Report Web site via:

As usual, I welcome your comments and observations, which you can post via the link above.

Best wishes

Jack Lifton