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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (27604)3/2/2005 12:04:45 PM
From: russwinter  Read Replies (1) of 110194
 
Perhaps you are right, and if so Chinese enterprises will fail like flies on a cold autumn day. I subscribe to a novel idea on all this, if you're running large scale money losing businesses, it's just a matter of time. Just like all the subprime borrowers we've been focusing on, China can't afford to loan billions more into a rathole. The situation is getting acute. What do you think WMT shelves and the American supply chain will look like at that point?
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