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Strategies & Market Trends : BAK - Investing

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To: XoFruitCake who wrote (2751)	5/21/2012 12:31:54 AM
From: RalphR	2 Recommendations of 3249

Re: flipper It will be an interesting year in China. Besides all those moving parts (wage inflation, food inflation, etc.) you have the big change in political leaders coming this October. The police/military presence is really picking up already. Regarding pollution, foreign companies were not allowed to pollute so any new regulations will not affect them. The Chinese companies still do but now get in trouble if they kill a lot of people all at once. Slow death from air pollution, for example, does not matter. I was talking to a guy from the US who has been living in China for a couple years. We were looking out an office window on the city. It was a better than average day for pollution which means that you could make out the outline of the sun through the haze. He said that it was a beautiful clear day like that when he first arrived there. I didn't have the heart to tell him that what we were looking at was very, very far from a clear day. I agree that some manufacturing is coming back. But China will continue to be the place things are made unless something big changes. Eastern Europe is also picking up some. Asia outside China gets some but does not have the product infrastructure that China has.

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