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Strategies & Market Trends : ahhaha's ahs
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To: ahhaha who wrote (3620)11/28/2001 1:34:41 PM
From: KailuaBoyRead Replies (1) of 24758
 
The Chinese have other problems associated with any degree of a slowing of exports. Unlike the Japanese or the US the Chinese have little domestic demand infrastructure to buffer the effects of a drop in exports. So China gets hit with a recession that is leveraged to the downside relative to us. It's almost sure that in 2002 China will see significant negative growth perhaps on the level of 5%.

Let's say this is true. So what? How can I make money with these conclusions?

Short China?
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