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Read the article on China and saving African countries infrastructure.
Then hit the Taiwan Straits news site and read up on China seizing the Kenyan Port at Mombasa. Then read how China is seizing the standard gauge railroad from the port of Mombasa to Nairobi. Then read up on China seizing the national power grid in another African nation. All of this stems from predatory lending practices through the Chinese EXIM bank.
When you finish that, recall reading about the cities China has built in Africa, that sit vacant but for caretakers, waiting for something to happen.
Do the math.
China
What I have been seeing in the past week is that several usually busy shops have sold out of the usual silver, i.e., rounds, maples and eagles. One shop clerk admitted the the market volatility had several people buying more than usial.