J.D

A U.S./China Comparison

US is to China as apple is to orange. China has a long, long way to go before it can realistically be compared to a society where market economics, democratic values, a liberal media, and the rule of law prevail.

Unfortunately, China's governing authorities remain committed to authoritarian governance, state ownership, and broad information control. When these objectives clash with market-oriented reforms, it is the market-oriented reforms which are put aside.

China still has too much in common with North Korea and not enough with the US.

Decoupling is Happening; Still Hope for Global Growth

Wouldn't exports to the US be expected to slow if, say, the US economy was weakening and the US dollar was sinking versus other final markets such as the EU? Second graph shows Chinese inflation very nicely. Decoupling is a myth, see HK markets today. Also, here's some telling news:

www.reuters.com/articl...