Is China a bubble?

Quote from jmccain:

They pretty much have 2 sets of books. It's really quite normal for them, no biggie.
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so did Enron, Worldcom, Global Crossing... the list goes on. (this is only a statistic. I am not condoning their conduct.)

but honestly, how many of you bought MSFT or AAPL because you have READ, analysed, and concurred with the annual report? Most of us only buy/sell on technical signals.

USA market is more transparent than the Chinese market... but bear in mind, transparency is a relative word.

China is learning. Their securities commission is independent, and is trying its best to learn-on-the-job, and to catch up to the Western standard of fair and open financial market.
 
Quote from thecalip:

China is always a risk because of their policy. It's a communism country, policy can be change any day and wipe out a lot of people. I am not saying democracy is any good either. Just look at the US. It's current run by a idiots, and what's even worst, he was elected for the term too. Shame on us.
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A dictated government has advantage of faster pace of processing policy. Premise is that the policy is going the right direction... :D

So far so good, for what Chinese government is doing... isn't it?
 
Quote from Tums:

China has the BEST and the WORST of everything.

They have the grandest of grand hotels. The opulence is beyond many American's imagination.

They have cheap labour, cheap raw material, cheap land, cheap transportation...

They also have luxury condos and expensive country clubs.

Is China a communist country? You can see Buicks everywhere. (Even the police uses them.)

You can use US$1 to buy a delicious bowl of beef noodle from a local joint... or US$200+ to buy a Japanese Kobe beef steak from a fancy restaurant.

China has fantastic golf courses. Many are the creations of World famous designers...

If you have been to the Canton Spring Fair, you know what busy means.

If you have been to Yiwu... you will have a different view on the word commodity.

China TODAY is an experience you should not miss. Because in a few year's time, China will be no different from USA -- motels, mega shopping malls...

Some might want to view China as a threat, a bubble or whatever... I only see never ending opportunities.
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What an INSIGHT!! This is what investor vision is... :)
 
Quote from qll:

i am in china currently.

condo price in beijing $1.5M+, and all are sold out.

if you eat here, 90% the food is not healthy and prepared by ill people. for the same clean food, you pay 200% more than us price.
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A friend bought a condo in Bejing subu for RMB 600000 (=$95000).

" 90% the food is not healthy and prepared by ill people "? Are you on the moon, or in Bejing?
 
Quote from Daal:

they are communists and can change their policies, so fking what. We still have napalm reserves in case they lock our money there
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US has been borrrowing from China, no the other way around.
 
I think that the single thing most likely to hurt China economically would be the slowing of US consumer spending. That in turn could lead to downturn in commodity prices.
 
I don't think we're even near to bubble status on China. This is just a company that is growing at a smoldering rate. Maybe in 10 yrs we can start talking about bubble but this is just the beginning (ie we're in the early 90s, wait until late 90s)
 
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