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

To: John Vosilla who wrote (55024)	3/2/2006 1:32:38 PM
From: GST	Respond to of 110194

I think China has better macro control over their economy than they have micro control. Efforts to rein in the growth rate have targeted capital allocation -- but slowing from 10.5 percent per year hardly points to a slow growth approach. I met a business this morning in the US who visited a city of two million people -- he said he was astonished to learn that the city he visited literally did not exist two years ago. The build out of Chinese capacity is far more than just a matter of factories to supply us, even if their economic model is clearly based on an export led strategy.