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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (75763)12/15/2006 1:18:27 PM
From: GST  Read Replies (2) of 110194
 
Until the last few years Chinese companies could not export in their own names -- be careful to ask the next question -- how much of what is sold by foreign invested firms and trading companies is actually sourced from smaller local companies within China? Starting only a few years ago, Chinese companies can do their own international marketing and their names will show up more in the export data over time.

Remember, what the stats you are showing might reveal is only the last stage of the within-China supply chain. This would only reveal the foreign face of the person who owns the goods as they leave the country. Now even this face is changing.

As for internal Chinese consumer demand, Chinese companies have shown themselves to be innovative and competitive -- and of course they have been deft thieves as we both know.
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