Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: J Mako who wrote (45035)	10/19/2011 3:14:52 PM
From: Sergio H	Respond to of 78662

<Can we count on growing consumption in China? China's recent growth has been fueled by MASSIVE investment which has caused HUGE capital misallocation. > J, good article, but I don't think China will not change its policy. If China needs to, it can change its economic model by letting its currency float to a more reasonable valuation. Meanwhile, they are filling up their cash register with huge trade inbalances, particularly with the U.S. Growing consumption in China is likely to continue to grow but the equation will have to change....or we better start learning Chinese. You keep coming up with websites I've never seen before!