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linhdtu

07/12/12 12:12 PM

#145384 RE: DewDiligence #145380

Well, I would be careful since imo the party is getting late.

The BRICs economies have been on a roaring ride since the early 90s for close to 20 + yrs. Secular bulls may live longer than that but I would be careful if I come late to the party.

I'd think thru what would happened if China growth go from 12% to 6-7% and at the margin if a hard crash happens like what happened in the West in 08.

Long term you are right but in real life, I could be dead when long term comes back around.