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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

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To: TobagoJack who wrote (10573)	10/25/2006 8:52:06 PM
From: energyplay	Read Replies (1) of 218131

More on the NPL loans - some of these state enterprises can be turned around as unit demand increases - for steel, aluminum, etc. Employment can be reduced by attrition - retirement and workers finding better paying jobs in other sectors, an actual change of business, etc. Some time about 5 to 10 years down the road, many of these really messed up firms will be rationalized and shut down, or mergered or fixed. The social and political cost will be much less then. China just needs to keep getting lots of FDI, and have a good climate for internal reinvestment. *********************** Two bad things about reading Strafor - If you keep listening to Stratfor cry "Wolf!" what happens when if a real wolf shows up ? This negative thinking might cause you to miss an opportunity.

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