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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 494.42+3.8%Jan 28 4:00 PM EST

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To: TobagoJack who wrote (72817)4/7/2011 1:22:52 AM
From: 2MAR$  Read Replies (2) of 219856
 
rarely buy equity in china because I am full-allocation invested in china by HK real estate and by AU, AG, PT, pd, cu, u, etc :0)

As fated investors found out this am in wind-turbine components maker AMSC (American Superconductor) lost one of its larger Chinese buyers of components , Sinovel Wind Group Co. They comprised up to 75% of AMSC's orders this year. They're very good at copying tech aren't they & getting better all the time ? Last months warning in the fiber optics space by Finisar showing their reliance on outside tech starting to wane ....that great multi yr build-out of Chinese infrastructure, that buoyed so many of the Big Tech boats begining to fade ?

( Well not entirely ...we can still sell them a few more Iphones & iPads for a while ;) )

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