i went to a realy interesting seminar the other day. speaker did a whole presentation on the boom and to be bust in china. the chinese have essentially pulled forward YEARS of production building things that dont even need to be built. they literally have 'ghost cities' the size of dallas that are essentially vacant...entire cities. they have malls that are 200,000 sq feet that have 5% occupancy. they bomb fairly new bridges simply to build new ones. most of the steel they are using is to build new steel mills, lol.
sure, not all commodities are the same, but china is creating something that isnt sustainable. of course, they can just spend as much money as they want, but i guess its gotta end some time.
read that book Boom and Bustology.
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