SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (79234)9/7/2011 9:59:10 PM
From: THE ANT2 Recommendations  Respond to of 217918
 
Cold hearted orb that rules the night,
Removes the colours from our sight
Red is grey, and yellow white
But we decide which is right.
And which is an illusion. Pinprick holes in a colourless sky,
Let incipient figures of light pass by,
The mighty light of ten thousand suns,
Challanges infinity and is soon gone. Night time, to some, a brief interlude,
To others, the fear of solititude.
Brave Helios, wake up your steeds,
Bring us the warmth the countryside needs.
The Day Begins (Moody Blues)



To: TobagoJack who wrote (79234)9/8/2011 2:06:29 AM
From: elmatador1 Recommendation  Respond to of 217918
 
China limits to growth and why only internal consumption can move China ahead.

All Asian countries that used 'export its way out of poverty' strategy were not big countries. Biggest was Japan with 120 million people and that at a trine they had no competition.

Yes, I reckon today the import world market is much bigger than post WWII but there is much more competition to for those importers. Not only that, the importers of today are not rich countries, they are emerging markets. They have to invest in infrastructure and import the goods they want.

This set of circumstances limits the size of the export market. It reaches a time that there is much more stuff to export than importers able to take them. It is a this point that China can no longer use its reserve army in the field to bring to towns and engage in the industrial sector.

That 300 million still reserve army will not be able to urbanize and join the industrial age. The Europeans and Americans can no longer import all stuff because they will e cutting back in consumption. China has been hard at work creating new markets but those import mostly infrastructure and not many consumption products.

They know they need to do that to take reserve army in the field and send abroad since they cannot get jobs in the industrial sector in China.

The challenge for China is not as the 12th 5-year plan state 'growth without inflationary pressure'. It is growth internally to avoid the pressure cooker that are the farmers in the field reserve army.

This is the way we should look at China.