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

To: Arran Yuan who wrote (49935)	5/12/2009 3:43:03 AM
From: elmatador	Read Replies (1) \| Respond to of 217749

China needs to create/engender purchase power around the world. April was the 6th consecutive month exports dropped. he country is in a fast process of readjustment whereby it kicks in internal market and sends exports to new consumer markets. Lula visit to China -its second since 2003- will be interesting to watch. Interesting to note too that: Last March exports dropped 17% but imports pulled back 25.1% a superavit of USD18,56 billion That means they are still pulling in more USD to increase reserves.

To: Arran Yuan who wrote (49935)	5/16/2009 3:55:00 PM
From: elmatador	1 Recommendation Respond to of 217749

Note lack of industrial products exported from Brazil to China. Brazilian products are manufactured in China. Embraer Plays By the Chinese Rules- And Wins September 05, 2006 \| about stocks: ERJ David Wolf Font Size: Print EmailTweetThis Brazil’s Embraer-Empresa Brasileir de Aero.(ERJ) is using an interesting tactic to get the Chinese to buy their jets. The General Administration of Civil Aviation of China [CAAC] had apparently been sitting on an order for some Embraer regional jets. Embraer, which had built a factory in Harbin with the expectation that China would be a gigantic market for regional jets, was finding things a bit rough going for its China operations, as the Harbin plant was apparently all but idle. So the guys at Embraer decide to make it known that they’re going to shut the doors in Harbin due to a lack of orders. This clearly struck someone in the civil aviation bureaucracy as a bad idea. It would have been a step backwards in China’s efforts to attract foreign airframe manufacturers (and build its own airframe manufacturing industry), and it would destroy the rationale for local player AVIC to develop its own regional jet. So, next thing you know, Embraer scores an order for 100 of its puddle-jumpers from HNA Group, the parent company of Hainan Airlines, Xinhua Airlines, Chang An Airlines, Shanxi Airlines, Yangtze River Express, and bizjet operator Deer Jet. Without arguing the merits of the deal for HNA (frankly, I think they’d be better off putting their money into larger planes), you have to give Embraer a ton of credit for playing the game by Chinese rules in China - and winning.

To: Arran Yuan who wrote (49935)	5/16/2009 4:14:46 PM
From: elmatador	Respond to of 217749

Some 70 percent of Brazilian exports to China are primary goods such as soy and iron ore while 60 percent of Brazilian exports to the United States are manufactured products. Brazil manufactures: Compressors, bus bodies, electric motors in its factories in China. While it exports those products manufactured in Brazil to the US. Look carefully and what we see is make the products where it is cheaper to produce. The important thing for Brazil is to get the Chinese to develop and sell them food and raw materials. Once country is the workshop another the mine and farm.