I have been reading Harry S. Dent books, newsletter and reports over the years and although his “predictions” are sometimes not coming trough the way he originally thought, I am essentially in agreement with the long trend and he has a point when analizing the situation from a demographic standpoint.

Also I follow the blog posts at the H S Dent website and forum and since I did come across an interesting one this morning I thought I would like to share some excerpts with my readers:

For the entire post please click here.

The China Bubble
By Charles Sizemoreâ‹… February 4, 2010

…Meanwhile, consumption contributed a comparatively measly 4.6%, while net actually exports subtracted 3.9%. So,virtually all of China’s growth is based on stimulus / investment.  Without this capital spending splurge, China’s growth rate would have been a paltry 0.7%.

Source: http://www.hsdent.com/blog/2010/02/04/the-china-bubble/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+HsDent+%28HS+Dent%29&utm_content=Google+International

Interesting isn’t it? We have all heard of the incredible growth of Chinese economy during these difficult times but…maybe we have been looking at the wrong numbers…

Thoughts?

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