Investors should take away two things from Thursday’s private capital spending numbers from Australia. First is that the brief row between miners and the government on the taxation of profits has had little, if any, effect on investment. In the year ending June 2012 miners plan to spend an aggregate $83bn on Australian projects, two-thirds more than the expected total for the current year, and well over double last year’s level.
投資者應該從上周四澳大利亞私人資本支出數據中領會到兩件事。第一,礦商與政府間圍繞利潤征稅的短暫爭吵,即便對投資真有影響的話,也是微乎其微。在截至2012年6月份的財年里,礦商計劃對澳大利亞項目總計投資830億美元,比當前財年預期的投資總額增長了三分之二,比去年的水平增長了一倍多。
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