China economic rebound not real: Talbott (link only)

09/10/09

[familyop]

Re. east Asian commodity-hogging... Have you looked into commodity ETFs and ETNs? That might be something to learn about, if government and constituent anti-”speculator” efforts are watched closely (kills companies/profits). Less experienced investors would need to either follow a trusted guide, and more experienced investors without such ETF/ETN particular experience need to do a lot of homework. ...could save time against checking commodities and other events very frequently, though.

[familyop]

...maybe watch for a Chinese bottom, BTW?

[Sawdring]

How is Australia beautifully positioned if its growth is tied to China and China is cooking its books? This guy thinks these governments can keep this up for another 18 months?

[bruinbirdman]

Anyone who invests in Communists deserves what they get. If someone makes a buck off the slaves, it is fine with me.

Somebody got rich in Zimbabwe, too.

yitbos

[TigerLikesRooster]

Yes, the guy is contradicting himself here. He needs to put some qualifying statements in his paragraphs.

[TigerLikesRooster]

With China, nationalization can be a real looming threat to certain foreign business. There are many ways to harass foreign business to give up its control, in addition to naked nationalization. Demand to put more Chicom members to the board, and giving threats, such as arresting execs for trumped up charges, to obtain majority stake in stock holdings.

If Chicom says foreign business unjustly exploited Chinese for years, what would foreigners say? Especially Obama and other Western leaders who now desperately hope that China would revive world economy. They are holding a short end of the stick at the moment.

This is likely to happen when Chinese realize that they can no longer put up the mirage of high growth and ever stronger Chinese economic engine.

[bruinbirdman]

"There are many ways to harass foreign business to give up its control,"

Most likely Red China, a nation without rule of law, will use the tried and true Rooskie model.

Tax law.

yitbos

[familyop]

"Anyone who invests in Communists deserves what they get. If someone makes a buck off the slaves, it is fine with me."

I agree with the first sentence and with the irony in the second. Investing in oil when China's bottomed, though, for example, would probably be more of a divestment from east Asia. Drive freight fuel and Chinese product prices up at a key future moment (beginning of next Chinese rise), and let eastern Asians get in on the long end. That is...oil, if we don't consider our northeastern oil sands (51st State) to be too much of a "redneck" interest for us (as do US coastal and eastern Canadian freight capitals).

[bruinbirdman]

I can't disagree with your investment statements.

Foreign companies investing in Communist China is one thing. The individual investor is another.

The Shanghai exchange has got to be bogus, the facade of legitimacy for all Red China investment. That goes for ETFs. They are just another foreign dollar investment vehicle for brokers. There is no ownership of assets.

There is no private property in Red China.

yitbos

[familyop]

"The Shanghai exchange has got to be bogus, the facade of legitimacy for all Red China investment."

Ostensibly, the market is legit...only the trading conduit to the West. But the banks are all state-owned and so on. So as you say, it's really bogus (the ruling fascist puppeteers). The exchange itself is the only legit part of the whole apparatus. ...bait for the mousetrap. China Girl is a prideful monster with pretty makeup for the time being. ...only on her best behavior, until she gets what she wants (an enormous, simian manufacturing spectacle).