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.

Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Joe S Pack who wrote (35509)	6/29/2003 10:35:12 PM
From: TobagoJack	Respond to of 74559

Hello NN, <<Do you think anything serious will come off?>> Over the past 6 months my partner and I got quite a few visitors from India wanting to talk 'China adventure', mostly in wanting to co-manufacture of IT equipment in India and/or source from China. There had been several high level business delegations going in both directions. The Chinese are interested in India because of (a) software, (b) certain emerging markets in Africa that the Indians are strong in, and (c) India home market. The Indians are interested in China because of (a) hardware, (b) certain SEAsian emerging markets (plus Japan/Korea/Taiwan) that the Chinese have better access to, and (c) China home market. The Indians and Chinese, even though geographic neighbors (but with Himalaya in the way), are very unfamiliar with each other. My wife had taken a fancy train journey (palace on wheels) through India not so long ago, and she reported that apparently not many Indians had seen a Chinese woman before. The Indians may think they have a fundamental strategic conflict with China, but the Chinese are basically, IMO, reacting to Indian moves, otherwise perfectly content in not bothering. So, given that I believe there is no fundamental strategic conflict, something good can result from increased trade and exchanges. Chugs, Jay