Jim Jubak on China’s Future if the US Economy Sinks
Here is an excellent clip of Jim Jubak on some macroeconomic things to consider. you may remember that I covered a piece of his on logistics last year, and like that piece, he has some things that I agree and disagree with.
Currently working on a few posts to address some of the underlying issues he mentions, I done have time to do a full writeup at this point as I am in the middle of cutting a nightmare of a spreadsheet…
What I can say is that the questions he asks are ones that we are asking more and more in China. what happens if the US economy flushes itself like many (including myself) see happening. Is China strong enough? Some say china has decoupled (in part or whole), while others say if US goes down, so does China.
Anyway, watch this and let me know what you think. I will be back with more soon.
http://www.youtube.com/watch?v=ojEGqeI8dsI
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