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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Tommaso who wrote (34162)	7/25/2005 2:54:02 PM
From: GST	Read Replies (3) \| Respond to of 116555

I am in the same boat intellectually. I spend a fair amount of time in China and I am stunned by the changes going on there in terms of market development. People who do not see the market in China tend to be armchair analysts who spend their time looking at stats without ever setting foot in China. I have no confidence in their ability to read the tea leaves. On the other hand, the death of the US consumer has significant global implications -- and of course we have not seen the death of the US consumer, at least not quite yet. That too remains to be seen :)

To: Tommaso who wrote (34162)	7/25/2005 3:39:35 PM
From: RealMuLan	Read Replies (1) \| Respond to of 116555

Here is 2004 China Statistic Year Book (2003 data) if you care. Table 10-9 (These 12 western provinces are the poorest region in China) 10-9 Number of Major Durable Consumer Goods Owned Per 100 Urban Households in 12 Western Provinces (Autonomous Regions, Municipality) at the Year-end stats.gov.cn Table 10-11 10-11 Number of Major Durable Consumer Goods Owned Per 100 Urban Households at the Year-end stats.gov.cn Table 10-17 Number of Major Durable Consumer Goods Owned Per 100 Urban Households at the Year-end by Region (2003) stats.gov.cn The link for the year book stats.gov.cn