Garry

China: The One Global Market with Gains Behind the Gloom

No comment on why the slowdown, nor what will be the inflection point. What will turn the growth rate rate positive? If the growth rate rate doesn't turn positive or at least flatten out, how do we know that the materials demand will increase? Do they already have the stuff needed for the slower growth? Was the true growth much lower and now they have too much material? Will 2010 growth be 5%? If the growth is still so strong, how do we explain the lowered -much lowered- commodities prices? What of the lower electricity usage in China? Is the government going to turn green and prevent China industry from polluting the continent? What of the Baltic Index ? What of the stories that mines are shutting down, coal demand is off, and shipping is dramatically down?

This article is good news. I hope he's right.