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

GLD 380.06

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Nov 25 4:00 PM EST

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To: KyrosL who wrote (61945)	3/13/2010 4:23:58 PM
From: Hawkmoon	Read Replies (3) of 218014

The problem with Jubak's analysis is that Chinese local government debt backs actual investments from power plants to real estate. But there needs to be an ROI on those investments, right? Property that's not utilized/rented provides no return. It just sits there, decaying over time, requiring maintenance and care-taking. Power generation that can not be utilized because people can't afford to pay for it means those loans don't get paid. Furthermore, there's a tremendous amount of overcapacity in China's manufacturing sector at them moment. mpettis.com bloomberg.com Or course the Chinese disagree: chinadaily.com.cn That's probably a concern that's on the minds of the Chinese government, IMO. Hawk

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