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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (7426)2/9/2004 10:40:48 AM
From: Jim Willie CB  Read Replies (1) of 110194
 
Russ, I think you misread China and deflation issue

if China undergoes a correction, culls oversized debts, numerous corporations will be plowed under financially, but not operationally
the most likely will be former state-owned who have assumed debts (used to be govt grants) are not to be repaid
that may not include state-of-art toenail clippers though
the result will be new ownership at lower cost, with continued operations (toenail clippers come to USA at cheaper prices)

the key is whether those operations continue
I believe they will, under new ownership, and lower cost structure, just like in the USA on distress sales

let me know when those toenail clippers are unavailable
/ jim
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