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

To: russwinter who wrote (69887)	9/17/2006 12:38:59 PM
From: Arran Yuan	Read Replies (1) \| Respond to of 110194

The article I posted here the other day is about price hikes in China. China has been "printing" more paper than everybody else, except for India, that has to be reflected in the markets someday. With RE cooling, and global demand not growing as rapid as in the recent past, prices of goods have to go up to reflect the liquidity expansion. Expect more and more price hikes there. A new brand of "exporting inflation" is upon China.

To: russwinter who wrote (69887)	9/17/2006 1:36:18 PM
From: GST	Respond to of 110194

<there's an attempt to account for negative externality costs of pollution> I have had fairly extensive contact with respect to pollution -- and this will add to costs but is not likely a main driver of what you are seeing -- not yet at least. The major drivers are higher input prices, slightly tighter credit standards and last but by no means least, the drying up of the mobile labor pools that flooded into the south in past decades. This movement based expansion process has reached its limit in the Pearl River delta and further expansion will require a substantial shift towards places like Chongching with a population of 30 million and rising. As this takes place, incomes and costs are going up in the more developed parts of southern China.