China Growth Stocks

[Shengli]

Excellent post !

2011 will be very volatile . We still have a lot of obstacles but the near term printing press will push the market up quickly in Jan Feb but then reality will set in . I do have to say that we are in better shape than when the Lehman crisis hit and the economy is getting better . The only problem in the US is the market is way up in the past year and will soar in the next few months due to Qe2 but a jobs recovery has been unusually absent . Its only because of Asia South America India and Russia that the world will do ok . You are right hard assets will do well . I think a soft commodity like sugar could double in 2011. I love all these pundits who think China will go south while the US will outperform . The US companies like Caterpillar are only doing well because of China and Brazil . If they go south look out below .