James Lewis

Six Reasons To Buy China Soon

China is a Tiger - NOT a Dragon.

In terms of Inflation India is probably nearer 15% - 16%
It has to be said that 1000% increase in property price also reflects a very worrying statistic. China has seen 500% gains. Anything over that (regardless of fundamentals) really reflects enviroment of extreme inflation.

I also believe that India and China are two completly different economies. And that analysing the future of one to predict the other is useless. I believe the single most important thing about where China is heading has to do with the huge reserves the government has and the pro-growth/pro-employm... government officials back-pockets policies.

China just spent 80 billion USD on the Olympic Games to show the rest of ther World its power etc etc.

They really would not think twice about spending 200-400 billion USD out of the 2+ trillion they have to stimulate demand during the next few years of hardship.

China's cushion is huge.