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  • Don't Bet Against Chinese Demand Growth Just Yet [View article]
    Lane:
    Excellent article. As you pointed out so well it is absurd to believe that Central Bankers have the ability to slow or stop a multi-year growth pattern in emerging markets. And the arrogance of US financial experts on the issue of "decoupling" is incredible. They completely ignore the fact that in 2008 for the first time ever, China will export more goods to Europe,Asia, and the Middle East than the USA. In the grand scheme of things the subprime mess has little if any impact on global growth patterns. China slowing from 10% to 9% is not going to out any appreciable dent in commodity demand. This commodity bull has several more years to run. In the meantime avoid Financials stocks like the plague. They are toxic right now.
    Aug 01 11:07 am |Rating: 0 0 |Link to Comment
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