Don't Bet Against Chinese Demand Growth Just Yet [View article]
Eric - I think the article will be subscription protected, but I can tell you that it was in the January 3rd issue of the Economist this year, and the article was called "An Old Chinese Myth". the article pointed out that exports fell peak to trough in 2000-01 by 35% while the effect on overall growth was about 1%, and it also defined China's "true export share" at around 10% of overall GDP.
KenK - I sent seekingalpha a note about the incorrect symbol. They put in the symbols, i didn't have anything to do with that.
Don't Bet Against Chinese Demand Growth Just Yet [View article]
KenK - I sent seekingalpha a note about the incorrect symbol. They put in the symbols, i didn't have anything to do with that.