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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: elmatador who wrote (28377)1/25/2008 5:38:57 AM
From: TobagoJack  Read Replies (2) | Respond to of 218382
 
china economy - notes from lunch

property developers are dead, only walking

government infrastructure programs calling on massive cement supplies, while government cooling measures shutting down illegal and small cement plants, even as government restricts credit

money lending by private outfits to developers going at 18% per annum, fully secured, and at times double and triple secured against other assets

many shenzhen-based manufacturers will supposed go belly up after chinese new years due to cost rise and price cap

buy fxp and then buy more

when things gets bad, go the other way, as government will inevitably loosen up something terrible