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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: GST who wrote (75767)12/15/2006 1:48:57 PM
From: mishedlo  Read Replies (3) 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.

BINGO!

More price pressures on US multi-nationals like P&G
Quite deflationary implications for the US

Mish
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