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Strategies & Market Trends : Booms, Busts, and Recoveries
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To: TobagoJack who wrote (4016)5/30/2001 10:23:51 PM
From: smolejv@gmx.net  Read Replies (2) of 74559
 
>>I went to the countryside of Yichang ...traveling on a stretch of a new superhighway under construction...<< The infrastructure (european hispeed trains, Maglev connection of Shanghai airport...) is being built up in China.
So: China needs infrastucture & has capital - and evidently lots of it - to build it. Where does it come from? It definitely competes with - er - somebody else for it (g).

At the same time US is in dire need of a general overhaul of supply chains/structures for: power, gas, gasoline, (ie energy), drinking water, national defense (and Im not talking about NMD here, US army is running out of 9mm ammo etc) let's throw medicare in here... This is all investments, that WS will not like very much to say the very least. Realistic scenario: NMD will get built and cariboos in Alasca will get neighbours. And US will get stagflation.

>>I do not actually agree with my friend on this point entirely. << You dont agree with me or with CB? Or both? My question/assumption was, Taiwan capital has been shifting (lately? for the last few years?) its attention in significant way from the US consumer to the main land.

I assume Japan does not play a major role for several more or less well-known reasons.

dj
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