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

To: elmatador who wrote (41215)	11/11/2003 1:52:27 AM
From: elmatador	Respond to of 74559

China is today the only game in town, as the Internet was the only game in town during the bubble. China is a Export Processing Zone of continental proportions. The only way to make a profit is to produce in the last cost producing place: China But China alone is not enough to pull the world out of the doldrums. It needs rest of Asia, Eastern Europe, Latin America and some useful bits of Africa. In short: It needs capital to spread more evenly. The day you more and more signs of capital spreading more evenly, then we see the end of the Bust.