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To: Cogito Ergo Sum who wrote (31917)2/5/2007 12:16:20 PM
From: koan  Read Replies (1) | Respond to of 78426
 
The China expert: he was on the Charlie Rose program on PBS last week. He worked for some think tank, and Charlie Rose specializes in getting the most esoteric people he can find (guys like Noam Chomsky) on his show and I could tell the "expert" was both knowledgable and very sophisticated in his thinking.

And Rose asked sophisticated questions like how the banking sector is doing (they have listed banks on both the Hong Kong and shanghi stock exchanges for added stability?); and why the Shanghi stock exchange is moribund (too much government paper overhang).

But the main thing he said for our purposes was that China will hold up at least until November when their congress meets. And I think the olympics are in 08 and there was talk about them closing factories for a few months to let Bejing?'s air clear.



To: Cogito Ergo Sum who wrote (31917)2/5/2007 12:19:35 PM
From: koan  Read Replies (1) | Respond to of 78426
 
Now I am wondering if he was on Farheed Zakaria's show which preceeded Charlie Rose. maybe I will remember after a cup of tea, still pretty early for me-lol.

Farheed Zakaria has a show world report that preceeds Charlie Rose on PBS.