Pete, you might want to read the analyses from Goldman Sachs

Pete, you might want to read the analyses from Goldman Sachs and PricewaterhouseCoopers that deal with development of China (& India etc.). Basically, China's development will slow down in the long run (on a 40-year span), but it's shouldn't really be a concern right now. For your current investment, things like your existing experience with China, or existing government support structure/procedures there (all adding to a more secure investment for you) weight much more, I guess...

Goldman Sachs: "The Path to 2050" (October, 2003)
http://www.gs.com/insight/research/reports/report6.html

PricewaterhouseCoopers: "The World in 2050" (March, 2006)
http://www.pwc.com/extweb/ncpressrelease.nsf/docid/1F07EB32304CF0B08025717000296D2A

Some useful terms:
BRIC= Brazil, Russia, India, China
E7= BRIC + Indonesia, Mexico, Turkey
G6= France, Germany, Italy, Japan, UK, U.S.
Posted by peter.freeblog.hu at 2006-06-20 19:47:55
Commented on
One Child Policy in China