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  • Why I'm Worried About China [View article]
    If you are looking for innovation out of China, I hope you are OK with a 20 or more year time horizon. It will take that long to train the people who can bring that about.


    On Nov 17 09:38 AM finmah@yahoo wrote:

    > If one were to follow your logic - the collapse of China and global
    depression.
    > The conclusion is quite meager - buy stocks around China's
    economy.
    > But didn't you just say that the collapse would finish off
    nations
    > already weakened by recession. I would say you should recommend
    shorting
    > if a global depression is coming.
    >
    > China is very large and more basic ala America in the 40's. This
    will
    > be the test if they are another export based economy like Japan or
    something
    > else. I am betting on the latter if one goes by history. They
    aim
    > to be the crossroads of markets. Watch their chip and biotech
    industries
    > they are getting tired of basic industrials. It will not
    take
    > much if a few tech companies explode out worldwide with
    innovations.
    > (We will still be debating vouchers for school systems).
    That
    > will change peoples mind from hanging around the docks to gauge
    sentiment.
    Nov 17 09:59 am |Rating: 0 0
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