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

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To: GST who wrote (109613)	2/18/2011 9:49:25 PM
From: russwinter	Read Replies (2) of 110194

From what I have been reading this week about post holiday is that the coastal regions have really been gutted. 140 million migrant workers have been away from home, and they are shifting home in droves, so seems production is more decentralized. This will raise transportation costs. Secondly wages have been raised on the order of at least 25% everywhere, and even higher in the coastal areas. The key now is to pass these on to export prices. If these prices aren't taken then large parts of Chinese labor intensive export biz will quickly fail. This seems to be happening in two waves, now, and waiting on export orders at the new prices. news.xinhuanet.com

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