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The Inflation / Deflation Debate and China's Commodity Carry Trade

Every company on the planet cannot think they can put all their "eggs" in the China "basket". These companies need to hire true salesmen not "order takers" which is what they were in a robust economy and now forgot the art of selling. Having the majority of your profit potential tied up with one or two customers spells doom when there is a major pull back as last year and then this cycle starts all over again. China plans for success in periods of "centuries" , we look at it from quarter to quarter. Given time with that game plan, China will have it all eventually.