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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (3151)4/23/2001 10:03:51 PM
From: TobagoJack  Read Replies (1) of 74559
 
Hi Jay, looks like US and China is one step closer to official strategic partnership and unofficial strategic competition. A more agreeable and profitable state of being.

news.bbc.co.uk

cnn.com

Also looks like the Taiwan Chinese would be happy to settle for older and cheaper destroyers as opposed to waiting around 7 years for that really expensive boat requiring much imported fuel, and having no good place to park, safe from them PRC Chinese.

Even better, looks like Hong Kong Chinese will have at least a few good years to continue acting as

(a) commercial go-between China and Taiwan
(b) example of China benevolence in the eyes of Taiwan

And if there is no hiccup in the Most Favored Nation debate in the US Congress, the Pandas should be on their way.

If there is a hiccup, Taiwan will have to invest twice for each exportable item, once in China, meant for rest of world, and once in Mexico, just for the US market. Further worsening the capacity glut for motherboards and father slippers.

The money that would have been spent on the Aegis will instead be burned in Mexico.

Either way, Trinidadian Chinese will have another few good years to arrange for commercial deals every which way, unless of course, those pure blood Mexican Chinese has a better position to snag the deals than the half breed Trinidadian.

[EDIT: Actually no, because the bigger dealers in China do not trust the pure bred for the really important deals, because the pure bred are too smart for their own good at times]

Chugs, Jay
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