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To: russet who wrote (214382)

4/13/2012 5:36:08 PM

From: The Jack of Hearts

of 228189

Ya I watched that .. Normally I like him but all up in air IMO..

To: ralfph who wrote ( 214361)	4/13/2012 1:18:59 PM
From: The Black Swan	of 214382

We have no true visibility on China.. I'm sending my 12 (13 by then) year old for an 11 day China trip in July.. Told him to take lots of pics.. last trip (entire family and more) he was only seven but now he will have a list of things to look for LOL not that he will get too much extra time it being a cultural trip and not a fact finding mission :O) Anyway..my anecdotal view is that 7% (hard landing) is what the internal Chinese economy produces.. everything else is external and hurting...I heard Mega Bloks moving production back home from China.. over all it will cost less ... ! So with production costs cheaper in the west (not more jobs... more wonderful productivity politicians like to talk about... not understanding, or just plain ignoring the correlation to jobs LOL) ... They need to accelerate the consumption angle... and get working on things like their massive shale gas reserves.. count less on exports.. (and copy the German high end model, poor Germans if they do LOL)

Another dude on BNN with a different take .. I am not thinking China can be grea.. but not not the toilet camp either ,, Despite my cynicism I am a glass half full guy..

the guy 's comment on Europe are more in line with your posting..

my conclusion.. Chine 7%+.. internal and a bit.. China is OK... Us ...ot so much ;o)

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