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

To: Condor who wrote (61723)	3/6/2010 7:03:03 AM
From: TobagoJack	1 Recommendation Read Replies (3) \| Respond to of 217688

i believe china inc (by inc, i mean most of the folks) is now very concerned, because china inc used to, up until a few years back, that china inc must evolve toward a private enterprise and politically pluralistic society such as team usa but as events played out in the past few years, china inc is now concerned that its path is not charted out by others that had gone before, because the way of the crowd before is dysfunctional, and wasting china inc is concerned because it suspects china inc is in truth alone and in front, wading into uncharted arena, experiment for a new way that must balance the state and the private and yet maintain singular political party control for the greater good (why waste time and effort on two / three / multiple parties when such clearly devolve to nothingness) without devolving back to china 1949 - 1982 so, the soviet / china 1949 - 1982 model does not work, and the usa/uk model is also bankrupt, politically, socially, and economically, and so something new must be tried, and now. let us watch n brief, cheers, tj

To: Condor who wrote (61723)	3/6/2010 8:36:21 AM
From: Cogito Ergo Sum	Read Replies (2) \| Respond to of 217688

Agree with Jay fro exactly the same reasons... At times I've posted and they are not 'burdened' by democracy :O) .. The different shows put on by he West for the last few generations.. is akin to Rocky Horror :O) China may not know the right way.. but they have seen the wrong ways... BTW... Saw Avatar 3D last night.. Makes my list of movies to have of you are shipwrecked despite the hokey spots.. I also feel less weird for having leaned against those big trees out west and just felt how old they were... :O)

To: Condor who wrote (61723)	3/9/2010 11:04:48 AM
From: elmatador	Respond to of 217688

“We are worried about excessive inflow or excessive growth this year.” - Luciano Coutinho, president of Brazilian state development bank BNDES ELMAT: Looks like we are the only game in town!!! Brazil to Foreign Investors: “You’re Too Kind, Really” thefastertimes.com Don’t laugh, this is serious. Sometimes too much money coming into an economy chasing every investment opportunity in sight can be dangerous. Don’t believe me? Go ask residential RE developers in Vegas. Brazil’s economy is red hot and everyone knows it. The demographics are ridiculously perfect; interest rates are still relatively high, energy independence is not an issue because of the sugar production/ ethanol complex and the buildout for the Olympics in 2014 is now getting underway. Brazil’s middle class is growing more sophisticated by the day and everyone wants in. From Bloomberg: Foreign investors are piling money into Latin America’s largest economy as the country builds houses, roads and stadiums for the 2014 World Cup soccer tournament and 2016 Olympic Games in Rio de Janeiro. Gross domestic product has tripled since President Luiz Inacio Lula da Silva came to power in 2003. Foreign direct investment will jump 47 percent this year to $38 billion, according to the median forecast of about 100 economists in a central bank survey published this week. International investors added 20.5 billion reais ($11.4 billion) to their stock holdings last year, the most since records began in 1994, as the benchmark Bovespa Index gained 83 percent. It’s not really “growth” they are afraid of, it’s poisonous growth of the non-rational sort - the kind that temporarily drives up prices for everything, which Brazil is acutely sensitive to having fought an epic battle against inflation over the last decade. Good luck keeping Americans and Europeans desperate for favorable demographics from flinging money at you, Luciano. They literally can’t help themselves.

To: Condor who wrote (61723)	3/14/2010 1:54:45 PM
From: elmatador	Respond to of 217688

I found WSJ article from Nov, 09. It was always in mind what the article published as it reminded me o S.E. Asia overcapacity of the mid-90s that led to Asian Meltdown. For a moment, (second half of February) I kept thinking the dirigism from above would direct and fine tuning investment to internal market and interiorization of development. Message 26352806 Message 26351186 Still I the ideas of the The European Union Chamber of Commerce in China I read in the article kept coming to my mind. The article of November was already warning that government of China was not knowing what they were doing. online.wsj.com More likely there is a 'comprador elite' earning so much money in acquiring raw materials for China that they don't let go the cow they are milking.