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echo: barktopus
to: Geo
from: Monte Davis
date: 2006-05-20 20:00:30
subject: Re: Nemesis approaches

From: Monte Davis 

"Geo"  wrote:

>China is a huge
>potential market, but to buy goods they are going to need to float their
>currency and they are just reaching the buying stage.

We naturally see China in terms of international trade, and that *has* been
important in export-led growth for them. But their internal market is
growing at a red-hot clip, too. Like the US (and unlike a S. Korea or
Taiwan or Singapore), their center of economic gravity already is (and will
be increasingly) the stuff they sell to each other.

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