Yes I tend to agree, that industries go through demand / supply cycles. Strong growth pushes up prices due to demand, but it also attracts investment which helps expand productive capacity, which helps dampen demand and lower prices etc.... The fact that growth is so strong though is clearly a good sign. It may mean an eventual slow down in demand, until the demand / supply relationship relative to capital injection and productive capacity, relative to cost, sorts itself out once again. This can then allow the overall growth trend to continue, other circumstances permitting.
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