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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 368.31+0.6%Nov 7 4:00 PM EST

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From: elmatador1/30/2007 4:33:35 AM
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Capital is not going to be kept confined inside China. Day will come that that export platform no longer suit the capital owners and it will spread from there.

Since China made a mark, we can count 6 years. It was sudden and abrupt. Took many by surprise. Unprepared to face such formidable production capacity concentrated in a single place, the world takes the time to react.

There were only a few choices: Either you move up market or you go to China and join the production concentration. Or you get to sell to the Chinese the raw materails they need.

The other 5 billion have now an awareness of that colossus. Slowly they will react to China presence and that, per se, will make China change.

IT is true that the salary competitiveness of the Chinese vis a vis other countries will be kept for over a decade. That also means the internal capacity to absorb production will be kept limited.

Once the Chinese sees an opportunity to use their capital better than they are doing in China, they make the move.

Would they invest in crushing soy beans to make oil in Brazil?

Would they invest in Ethanol production in the Caribbean or Africa?

Would they make a move into India?

We don't know. But we have to keep the ears in the ground to see what that capital concentrated in there will do as a next move.
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