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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: mishedlo who wrote (19980)12/30/2004 9:58:10 PM
From: SouthFloridaGuy  Read Replies (1) of 116555
 
I disagree about China. My money is on India to actually surpass China at some point in the next 10 years. China is a classic example of mal-investment caused by the lethal combination of cheap money and government control.

India, with all its problems, is a free and democractic society being now being led by a man who is the rare blend of shrewed Economist and Politician. Ironically because it has been such a basket-case it has not had the luxury of billions of dollars pouring in and hence much of its demand is internalized and its core competencies lie in areas which the government forgot to mess up.

I think China will ultimately be a very strong country. But not after a Depression that will be akin to ours of 1929. Hopefully this will take down its leadership and allow it to finally become what it was destined to be.

I still think commodities are setting up here. Perhaps only a reflection of the dollar, but a set-up nonetheless.
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