Tesa

The China Stock Bubble Is Back

China has to sell its growth rather just buying it to make it work. The world is not growing at 8% to adsorb their 8% growth. Buying their own growth is not definitely a sound idea because its not the genuine need that is driving it but rather cheap credit which can end any time.

Shift in U.S. - China Dialogue Is Louder than Words

Their growth is also funded by stimulus. Any country spreading free cash is going to stimulate their economy but there is a cost. It wont be cost free for China either. The world can not absorb their unsustainable growth.

On Jul 30 02:24 PM Jeff Nielson wrote:
> China's markets have had a HUGE rally on an economy which has ACTUALLY turned the corner.

Shift in U.S. - China Dialogue Is Louder than Words

Pretty good points but the only fly in their soup is the fact that majority of their costumers are in the countries with fraud infested banking system that they themselves support to sell their unsustainable growth into. They are part of the big pictures of the faster moving wheel being greased by the world wide accumulation of debt.

China: Squeezing Out the Exporters

I agree with the author. Pushing unsustainable growth into markets that can not absorb it will eventually fail if it hasn't already whether its intentional or due to lack of choice

The heavy stimulus for a country like china that was way too hot with unsustainable growth just a year ago is going to make it harder for them to revamp their markets when they actually will need it also.

One thing that is helping them is their low population growth so their unemployment rates will be more bounded that in other countries with higher population growth in the same boat.