China & the Commodities Boom

By Paul Kedrosky · September 4, 2006 · ·

From a recent presentation by Stephen Roach of Morgan Stanley:

china-share

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  1. Stephen Roach: The End is Nigh (Again)
  2. Newsflash: “Internet boom is under way”
  3. Dogs and Cats, Living Together … Stephen Roach Turns Bull
  4. Analyst exodus continues
  5. A Sell Rating on Equity Analysts

Comments

  1. Deepak says:
    September 6, 2006 at 6:26 pm

    Here’s a question: If every person in China tried an egg and like it. Would there be enough eggs in the world to service Chinese Demand ?

  2. China Law Blog says:
    September 7, 2006 at 3:45 pm

    I would love to see this same sort of graph for other countries. This really makes me wonder how accurate China’s GDP numbers really are; I’m betting they are quite a bit higher than officially listed.