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

To: EL KABONG!!! who wrote (47865)	3/31/2004 8:47:08 PM
From: energyplay	Read Replies (3) \| Respond to of 74559

China / India - 1) It appears that India is more 'socialistic' than China. This is a huge deterent in some sectors. Lots of foreign auto plants in China, India tries to favor 'domestic champions'. 2) Political stability. I don't see China havign a civil war, India has a big religeous issue. 3) China has already taken steps to secure energy supplies - operations in Sudan, plans for Russain pipeline, well funded commpanies - PTR, CNOOC, etc. Where is India ? 4) China is further down the developmnet learning curve, and is likey to remain ahead for the foreseable future. 5) If China begins to view India as an economic threat, it has some means to squeeze out India on the resource side. 6) As a number of posters have mentioned, China gets help and investment from Chineese overseas, and Indians overseas have very mixed views on investing in India. 7) Internal consumption will take off sooner in China, and both domestic and foreign companies will be able to serve this market in China. The internal consumption take off could create a huge gap, moving China far ahead.