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To: KyrosL who wrote (105146)10/19/2011 12:03:08 PM
From: peter michaelsonRead Replies (1) | Respond to of 118717
 
How can it be correct that exports as % of GDP were cut in half when US imports from China have not shrunk?



To: KyrosL who wrote (105146)10/19/2011 12:50:58 PM
From: peter michaelsonRead Replies (1) | Respond to of 118717
 
Further research (answering my own skepticism):

That % is net exports from China as % of China GDP. Net exports did fall as imports rose faster than exports from 2007 to 2010. 2008 was the high water mark for net exports, with exports at $1.4 trillion and imports at $1.1 trillion.

In 2010, exports were $1.6T while imports rose to $1.4T. Even though exports rose, net exports shrank 46% from $298 billion to $161 billion. At the same time GDP grew 25% or so, I suppose.

uschina.org



To: KyrosL who wrote (105146)10/19/2011 2:12:11 PM
From: Jurgis BekepurisRespond to of 118717
 
Interesting article. +1 recommend. :)



To: KyrosL who wrote (105146)10/22/2011 10:51:39 AM
From: IRWIN JAMES FRANKELRespond to of 118717
 
Investment has long been thought the big question about China GDP.

As with any investment the question is whether it is a good one - efficient - and productive over the long term.

We make those decisions, governments do to.

Good investments by government enrich us - bad ones impoverish us.

:-)

ij

Just back from a trip and trying to catch up.



To: KyrosL who wrote (105146)10/22/2011 1:04:56 PM
From: SpekulatiusRespond to of 118717
 
Investment at 50% of GNP has got to end. I suspect a lot of that is real estate related investment - housing, commercial RE and the infrastructure related to it. This is a growth beget's growth thing and some point that spiral has to unwind.