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

To: GST who wrote (48373)	12/29/2005 8:11:23 PM
From: mishedlo	Read Replies (2) \| Respond to of 110194

LOL -- China ain't paradise -- its just 1.3 billion people getting their act together as best they can. Of course it is easier to brush this off than to bother understanding it. I am not advocating China -- but I am not willing to pretend that China can be summed up by the shallow and glib pronouncements I have seen here. So to counteract you make your own shallow and glib pronouncements? Look it's hard to state one's opinion in a few paragraphs, but I will tell you this: you seem to know what everyone here thinks but you don't. You can not read our minds nor are you likely to be as brilliant as you like to make yourself sound about China. I have a short term, and a long term view of China. My short term view is that China is too dependent on US consumers and hot money inflows and their banking sector sucks. Have you looked at the Shanghai index? Why does it suck if things are so freaking rosy? As for the RMB I would just assume to be in a camp with Heinz and about no one else than in a camp with 99.99% of the people that think the RMB is some sort of miracle currency that would soar to the moon if floated tomorrow. Obviously you have not read a single Chinese official report on why they are doing what they are doing with their currency, and you seem basicly clueless as to what the risks of hot money leaving are, and how that might affect the RMB. Long term, my views on China are much closer to yours. Of course it is easier to brush off what I am saying that to attempt to undersatnd it. Mish