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

To: carranza2 who wrote (58817)	12/12/2009 9:08:51 AM
From: dvdw©	Respond to of 217588

"The government is wrestling with overcapacity and excess production in some industries, such as steel, where an oversupply is depressing profits for mills including Baoshan Iron & Steel Co." The very inclusion of this quotation illustrates how disconnect, the policy makers are; from the unfolding rebirthing of the china society. complexity abounds within the china MVRS. The need for the Mises Institute is self evident. New China is destined to surpass all of China past, but this process will be delayed, arbitrarily confused, inviting interruption by staid inertia, if policy makers are not able to expand their perception. The old politics are subtractive to the new trajectory. The sudden emergence of China in such a short period, was partially about backlash against material conditions, originating from bad political economy. Individual lives set in motion outcomes, that accrue to a collective identity....while the collective identity gets the headlines, its the individual lives that deserve the credit.

To: carranza2 who wrote (58817)	12/12/2009 11:31:51 PM
From: TobagoJack	Read Replies (2) \| Respond to of 217588

i believe there be a crucial and fundamental difference between the china bubble and bubbles-to-be, and in association, the still-to-be gold bubble, on the one hand and all lesser and less worthy bubbles. the difference is that the china version is underpinned by savings, engaged with useful construction, enabled by reform, and enhanced by wastrelism elsewhere; and so i am not particularly concerned about the china bubbles, for the eventual size will be much larger in volume and altogether more all-encompassing, and its "use-by date" is far off.

To: carranza2 who wrote (58817)	12/13/2009 1:35:09 AM
From: bull_dozer	2 Recommendations Read Replies (2) \| Respond to of 217588

Not sure if it was posted here... Stunning pictures on China and other topics like mines, ships, oil etc. edwardburtynsky.com A nice documentary "Manufactured Landscapes" on China and equally informative commentary by Edward Burtynsky on the DVD... en.wikipedia.org

To: carranza2 who wrote (58817)	12/13/2009 3:11:00 PM
From: energyplay	1 Recommendation Read Replies (2) \| Respond to of 217588

Those numbers don't match up, but a couple of things may be causing this - 1) Export prices for finished goods have dropped as worldwide consumer demand has crashed, while commodity input prices have held up. 2) Because of work in progress inventories, raw materials are imported several months before finished products are shipped. This turn around time is probably on the order of 6 weeks to 3 months. 3) Some of the imports (copper for example) are being stockpiled as a hedge against currency declines. 4) Massive stimulus is building internal infrastructure projects - no change to exports, but much higher imports and production numbers. This seems about right.