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

To: TobagoJack who wrote (66004)	7/6/2005 10:49:04 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 74559

Lovely and inscrutable text. You are a master.

To: TobagoJack who wrote (66004)	7/7/2005 12:48:40 AM
From: BubbaFred	Read Replies (1) \| Respond to of 74559

Thanks for the report. Incisive and depthful. Scarry too! Move fast and nimble or stay out of the path of a full speed moving train.

To: TobagoJack who wrote (66004)	7/7/2005 2:17:04 AM
From: energyplay	Read Replies (1) \| Respond to of 74559

Thanks for the great report. From a large scale view, one hope is the newer private enterprises will grow enough employment and wealth to sustain the economy before some of the badly run state owned enterprises collaspe under pension and health care obligations and bad debts. (There may be some analogy to Mustang car sales helping Ford stay around until the pension burdens ease.... good news for China is the newer enterprises aren't tied to the shinking ship - at least so far) One important dimension is when and how will the weather change - How soon could domestic saturation of the market occur ? Or it could be many, many years away ? Will the global market improve, maybe with new designs, prices, new uses, or get worse ? ******** Sounds like some good people to be working with.

To: TobagoJack who wrote (66004)	7/10/2005 4:08:03 AM
From: Taikun	Read Replies (1) \| Respond to of 74559

Jay, Fascinating. Does the shift in the economic base in some sectors from the SOES/former SOES to the apparently more entrepreneurial domestics imply some threat to the politicos that the party will eventually have to deal with or is it laissez-faire? I thought China more a Centrally Directed Economy (throught gov't linkages to SOES) that might feel threatened at the China Inc level by rogue independants, who eventually become nation states among themselves and that may make deals outside China not in concert with the party line.. What is the political viewpoint on these lion cubs, before they grow to mature adults? Are they fed? Do they get preferable financing, access to markets? Should we be buying their shares? D