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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (66004)7/10/2005 4:08:03 AM
From: Taikun  Read Replies (1) of 74559
 
Jay,

Fascinating.

Does the shift in the economic base in some sectors from the SOES/former SOES to the apparently more entrepreneurial domestics imply some threat to the politicos that the party will eventually have to deal with or is it laissez-faire?

I thought China more a Centrally Directed Economy (throught gov't linkages to SOES) that might feel threatened at the China Inc level by rogue independants, who eventually become nation states among themselves and that may make deals outside China not in concert with the party line..

What is the political viewpoint on these lion cubs, before they grow to mature adults? Are they fed? Do they get preferable financing, access to markets?

Should we be buying their shares?

D
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