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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?

To: Elroy Jetson who wrote (2472)5/21/2019 10:56:09 AM
From: robert b furman  Read Replies (2) | Respond to of 13801
 
Hi Elroy,

Agreed.

Further to emphasize how difficult that condition is.

Excess capacity is really hard to resolve.

I spent 16 years with GM and their struggle to create products that were popular enough to resolve their excess capcaity were few and far between.

It more often than not results in price competition.

The biggest variable I expect is currency valuation (as in the Yuan drops vs the Dollar).

Bob



To: Elroy Jetson who wrote (2472)5/21/2019 9:00:54 PM
From: Arran Yuan  Read Replies (4) | Respond to of 13801
 
China may or may not be able to sell to the furthermost west, but it will be able to continue to sell in the proximate west, namely EU or the middle west. Interesting the middle - middle east plus middle west - is always the epic of dynamics.

China probably needs to diversify its overcapacity of manufacturing to reduce the environmental pollution burden anyway, just like the west in the good old 70s and early 80s.


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