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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Chispas who wrote (7415)	2/9/2004 10:48:27 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 110194

Chinese bank losses apparently are contained within borders as long as foreigners do not participate, the rollovers will be rather calm factor in huge available govt foreign reserves, and the patchwork rollovers are smooth my main concern is a forced national recession on cutbacks it could cause disruptions to exports I believe China govt officials will not engineer such a correction until domestic demand is stronger, domestic mfg is more flexible, and plenty of capital lies around to patch holes that day is coming, perhaps something like 2005 or 2006 / jim