| | | hello 2mar$, at a time when the working class cries out to be bailed out alongside the financial class, and the arena looking dark, there remains a glimmer of light indicating possible salvation
china does not need to aim to better per capita gdp of any real place, for topping s.korea would do, but of course once topped s.korea, why not the next milestone, and the one after that, especially as the sky should be falling everywhere except a for argentina to z for zimbabwe
appended below are extracts from casual thoughts and idle doodling, all to do w/ some corporate strategy that is termed "strategic endurance" (shorthand for do-not-do-anything-dramatic-at-this-juncture-but-experiment-with-bothering-the-competition-to-see-what-works-well) and should the macro scenario play out, teotwawki dawns ...
cheers
note: the watch & brief list matters to the extend at least giving context to news watching, especially of the variety spun by wsj, nyt, bloomberg, reuters, cnn, fox, etc etc
note: should one be forced to choose a loser now, unclear china should be the top choice
note: continental economies matter, especially if one comprised of a lot of folks saving, learning, copying to catch up, investing, building, earning, and saving some more
note: just what is supposedly the problem?
note: reserve currency is a burden, and unaffordable curse, but trading in own sovereign currency makes score-keeping and points-management easier, encouraging more trade
note: as urbanisation frees up labour whilst one-kid-policy is put aside, the future should be okay, demographic shift / oldster-ramp notwithstanding
note: mid-market also defines middle class, where they are squeezed and where they should bulge may matter
note: let us not be too ambitious. for the corporates, the korean ones had to struggle and export, and essentially export-only-viable-policy, whereas the typical china entity needs to do well in china, w/ export as an afterthought domestic-competition-pressure-relief
 |
|
