Overall the inventory position is tight. This cycle is all about surprise. We had the demand shock from China, and now we're also getting another one from the investment community.

Nokia has based its product strategy on a few product platforms that have been adapted to all digital standards, ... an intelligently conceived market segmentation plan that looked to consumer desire for inspiration, not simply engineering ability.

I learnt a lot about Chinese people from this film, ... I don't think we know them very well in this country. Often, they're very closed off in their restaurants: they don't speak to us, and we don't speak to them. With this film, for the first time I had a proper feeling for Chinese people, how nice they are, their wryness, their sense of irony - a lot like us really.

Then, in a later scene.

We believe strong fabrication demand, falling new-mine production and fund buying are set to sustain this gold -price rally into 2007.

We still see good demand for galvanized steel in Asia, particularly in China. China was the world's biggest exporter of zinc till recently. Now there are reports of scarce zinc concentrates.

They're national treasures now. I keep calling Dawn French 'Dame Dawn'. I'm sure she'll become Queen one day!

This is all about diversifying portfolio risks and creating new liquidity in assets that have a low or negative correlation to conventional assets. While inevitably investment is traceable to physical supply and demand for the (metals), it is also about the supply and demand of financial products. It is an additional demand that analysts have to take into account in the pricing levels.