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

To: TobagoJack who wrote (29793)	2/23/2008 11:11:20 PM
From: Cogito Ergo Sum	Read Replies (3) \| Respond to of 217750

i believe china export will not be substantively disadvantaged by rmb appreciation by 50-100%, but the speed at which it happens may matter So TJ... a change in sentiment here also on your part... I recall a time when the warning was ... do not be surprised to the a lower RMB Internal consumer demand improving sufficiently.. ? Too much speed will give us some panic I'm sure.. The Black Swan..

To: TobagoJack who wrote (29793)	2/24/2008 3:37:48 AM
From: elmatador	Respond to of 217750

I look at it as a workshop of immense scale. Several inputs were there. People at the right salary, materials to be used in transformation industry were abundant and at low price. Technology available, Japanese eager to continue rollover startegy. It was just a matter of political will to kick start it. But look to the scale. Too big. It comes a time that one input start getting costlier. People and technology are a plenty. Materials and infrastructrure are a different matter. Infrastructure because it takes long time to build on the same scale transformation sector is growing. Materials are imported and subject to the world market prices.