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

To: KyrosL who wrote (43270)	12/14/2003 2:51:02 PM
From: EL KABONG!!!	Read Replies (1) \| Respond to of 74559

Hi KyrosL, Nice article... Shortages of iron and electricity might merely be the visible "tip of the iceberg". I've read other reports about shortages of alumina, copper, cement and other construction materials, food and potable water in some locations, oil and oil products like diesel fuel and gasoline and so on... The response of those investing from within, or FDI for that matter, has been to increase capacity wherever possible, with little to no concern for trivial things like the rules of supply and demand, or wherever their raw materials input might be derived from. Someday soon, someone will be starting a "BBR - China" thread. Their economic expansion simply cannot continue at the existing rates without contracting somewhere along the way. When that "bubble" bursts, I don't want to be anywhere near the fallout... On the other hand, China is quite large, both in population and geography. They'll eventually recover. It will just be painful along the way for investors that are unwitting enough to jump in at the peaks and find themselves forced out during the valleys... KJC