Comments on: The Allure of the “China Recovery” Story http://www.chinahearsay.com/the-allure-of-the-china-recovery-story/ China law, business and economics commentary Thu, 09 Feb 2012 12:49:55 +0000 hourly 1 http://wordpress.org/?v=3.1.3 By: Stan http://www.chinahearsay.com/the-allure-of-the-china-recovery-story/comment-page-1/#comment-70849 Stan Tue, 14 Apr 2009 12:17:58 +0000 http://www.chinahearsay.com/?p=2158#comment-70849 Yes, less lag on that front, although more difficult to get aggregate data than official trade numbers. Yes, less lag on that front, although more difficult to get aggregate data than official trade numbers.

]]> By: Allroads http://www.chinahearsay.com/the-allure-of-the-china-recovery-story/comment-page-1/#comment-70848 Allroads Tue, 14 Apr 2009 11:40:50 +0000 http://www.chinahearsay.com/?p=2158#comment-70848 Stan. Suggest looking at Logistics companies at a decent indicator. as materials are being shipped, logistics firms will begin announcing that traffic volumes are improving. Look at bulk carriers first, then trucking, and container firms lasts. should have a 2-3 month lag from bulk to container. Or - you can just chat along with your TV... 8% ... 8%... 8%... R Stan.

Suggest looking at Logistics companies at a decent indicator. as materials are being shipped, logistics firms will begin announcing that traffic volumes are improving. Look at bulk carriers first, then trucking, and container firms lasts. should have a 2-3 month lag from bulk to container.

Or – you can just chat along with your TV… 8% … 8%… 8%…

R

]]> By: Stan http://www.chinahearsay.com/the-allure-of-the-china-recovery-story/comment-page-1/#comment-70847 Stan Tue, 14 Apr 2009 11:28:42 +0000 http://www.chinahearsay.com/?p=2158#comment-70847 I'm conservative. I tend to disagree with any story of either "the sky is falling" or "things will be better next month" variety. We are in a big recession, it's a bad one, and it will take some time to get out of it. In the meantime, life goes on, and China certainly has some advantages over a lot of other countries. I’m conservative. I tend to disagree with any story of either “the sky is falling” or “things will be better next month” variety. We are in a big recession, it’s a bad one, and it will take some time to get out of it. In the meantime, life goes on, and China certainly has some advantages over a lot of other countries.

]]> By: Andrew Hupert http://www.chinahearsay.com/the-allure-of-the-china-recovery-story/comment-page-1/#comment-70846 Andrew Hupert Tue, 14 Apr 2009 11:24:49 +0000 http://www.chinahearsay.com/?p=2158#comment-70846 Agree 100%. I keep hearing great stories about China from friends back in the US. People in Shanghai are grim. Agree 100%. I keep hearing great stories about China from friends back in the US. People in Shanghai are grim.

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