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

To: mishedlo who wrote (34969)6/28/2005 2:35:59 PM
From: GST  Read Replies (1) | Respond to of 110194
 
I have two questions for you:

1. How sure can you be that we can service the foreign debt already on our books without the surplus recycling on which we are now dependent? (I am referring here to the extent to which the current account deficit will persist even after the "bust".)

2. How can you be so sure of this statement? <Its [China's] own internal consumption is not even close to being ready to handle downturns in the West.>


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