Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (79381)	3/12/2001 9:57:06 PM
From: pater tenebrarum	Read Replies (1) \| Respond to of 436258

well, low inflation is right...deflation was raging for over two years after all. Chinese economic data are suspect...i heard once that there is a way of gauging the 'real' economic growth rate via the rate of change in electricity demand...unfortunately don't recall the source of that info.

To: TobagoJack who wrote (79381)	3/13/2001 7:20:25 AM
From: Earlie	Read Replies (2) \| Respond to of 436258

Jay: And your comments on; - a banking system that is effectively bust as a result of all the old loans that are "non-performing". - inventories that are mountainous, and dated - rising unemployment as the government tries to shut down non-productive plants (I would guess that this is the government's major nightmare, given China's history when their people have time on their hands). - the fact that the last time around, the Chinese stock markets were smoked, when they chased red chip valuations into the sky. - the imploded inter-Asian trade situation. (China exported a bunch to the rest of Asia until the Asian collapse). Would much appreciate your views as I have to deal with this stuff third hand and you are closer to the action. Best, Earlie