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


To: ild who wrote (18116)8/27/2004 1:02:56 AM
From: George Dawson  Read Replies (1) | Respond to of 110194
 
"China's farmers cannot feed hungry cities"

My impression is that the wild card in the Chinese economy is the wide disparity in income between the top wage earners and the other 90% of people and potential internal political problems that might create.

I defer to those on this thread with more specific experience in this area and would appreciate any opinions and references.

George D.



To: ild who wrote (18116)8/27/2004 9:56:04 AM
From: ild  Respond to of 110194
 
Global: The Great American Savings Grab

Stephen Roach (New York)

morganstanley.com



To: ild who wrote (18116)8/27/2004 10:30:07 AM
From: ild  Read Replies (1) | Respond to of 110194
 
Fed Focus
Paul McCulley | September 2004

Of Scalloped Potatoes and Coconut Cream Pie

pimco.com