Comments on Stephen Roach's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/stephen-roach/articles http://seekingalpha.com/article/18134-stephen-roach-on-the-cost-of-global-resilience?source=feed#comment-69173 69173 Tue, 10 Oct 2006 03:45:39 -0400
The reason for this is that the U.S. economy, though still extremely important on a global basis, no longer commands 25% of all economic activity. U.S. global input is at 18% and declining. The 82% non U.S. share perceives it as a necessity to disconnect from the U.S. altogether. Such being the case; foreign governments will continue to push their economies and borrow today in order to build for tomorrow.

This is a concept that most American economists simply can not grasp as it is perhaps viewed as anti-American. The truth be told, this is not anti-American. It is the will to achieve financial independence. Teflon-like resilience is good but a strong will to become independent is far more potent.

Disclosure: This comment was submitted by a CrossProfit analyst and may not reflect the opinion of CrossProfit.com.
www.crossprofit.com]]> http://seekingalpha.com/article/17037-stephen-roach-on-china-and-the-commodities-cyclical-bear-case?source=feed#comment-64543 64543 Mon, 18 Sep 2006 07:03:37 -0400 2. We are talking about growth for 1.3 billion people or 4 times that of the USA.
3. The supply side is not making any major discoveries.

There may be a small lull and some consolidation of prices in the near term but that is all. The longer term outlook is definitely bullish in our humble opinion.

bob@gold-prices.biz]]> http://seekingalpha.com/article/15790-stephen-roach-on-china-s-tightening-campaign?source=feed#comment-60331 60331 Thu, 24 Aug 2006 13:11:11 -0400 I enjoyed reading -just now - all of Stephen Roach's postings that were available.
I am an American, living in the states. I look for additional information on China.
Mr. Roach's comments in this post illuminate the actual facts of China's fast developing economy. My read of this excerpt is that growth is so strong in China that trying to gain control over the nascent growth is not expected at this time. He does not give a timeframe, but I have to assume it would be after China's growth and development continue for a significant period of time.
Thank you for providing Mr. Roach's remarks.

Doug]]> http://seekingalpha.com/article/15790-stephen-roach-on-china-s-tightening-campaign?source=feed#comment-59889 59889 Mon, 21 Aug 2006 22:38:39 -0400 http://seekingalpha.com/article/12258-the-risk-to-emerging-markets-stocks?source=feed#comment-52392 52392 Wed, 21 Jun 2006 17:23:12 -0400 www.japansociety.org and attend seminar on this topic in New York City.]]> http://seekingalpha.com/article/12258-the-risk-to-emerging-markets-stocks?source=feed#comment-52365 52365 Tue, 20 Jun 2006 23:18:59 -0400 http://seekingalpha.com/article/12258-the-risk-to-emerging-markets-stocks?source=feed#comment-52354 52354 Tue, 20 Jun 2006 19:15:13 -0400 http://seekingalpha.com/article/12258-the-risk-to-emerging-markets-stocks?source=feed#comment-52342 52342 Tue, 20 Jun 2006 07:48:04 -0400 Where I differ is that each of these markets has their own Economic Time - some of it good for markets, some not so good. And with a rising middle class in these markets, global liquidity still plays a role - but the importance of domestic liquidity is rising, too.]]> http://seekingalpha.com/article/12258-the-risk-to-emerging-markets-stocks?source=feed#comment-52332 52332 Mon, 19 Jun 2006 18:33:27 -0400 imf.org data on Mainland China authoritative and papers on this topic insightful. USA economy instead has continued growth serious problems when compared with China. USA should not attempt to "use" China's population to monetize USA's excessive personal and government debt. Per capita must not include China's population. Nor may USA pension "under funding" be supplimented by China's economy. Those are to non-china originated economic crisis.]]>