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Wed Aug 6th 11:48 AM | Rating: 0 0
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Five Great Businesses Currently on Sale

While I agree that China is slowing down, your reason is pretty false. China does have a large trade surplus, but the growth of their economy has largely been based on the growth of their internal market, not on exports. If you look at the numbers, the amount of exports China sends to the U.S. compared to their internal consumption is relatively small. Also, it is a common misconception that FDI from foreign firms interested in cheap labor is driving growth. Again, false, FDI in China is minuscule in the scheme of things.

The reason for the slow down is not the U.S. slowdown. It is the higher commodity prices. We always forget that high oil and ore prices hurt everyone, not just the U.S., and China and India are less able to afford it than we are. Plus, labor prices in China have been rising consistently. Higher labor costs, plus higher raw material costs, means less profit, slower growth. Its economics, not the U.S., thats bringing things down this time.
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