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To: Victor Lazlo who wrote (149393)10/29/2002 11:33:45 AM
From: GST  Read Replies (1) | Respond to of 164684
 
<and you are still bullish on China ?!> I try to be realistic about China -- it has substantial problems and many of them are likely to get worse, at least in the short run. But on balance my view is that it would be a great mistake to underestimate what is happening in China -- and China is one place on this earth where reading about it is a very poor substitute for being on the ground there.