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China’s stock market bubble: A goring concern

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Re: China’s stock market bubble: A goring concern

#51
post #18

Earlier quoted context omitted.

China follows a nasty policy of financial repression ( https://en.wikipedia.org/wiki/Financial_repression ) in which the interests of "the people" is an afterthought at best. ADDED: combine that with little to no social safety net, and the One Child policy which most? often results in 4 grandparents supported by 2 children supported by 1 grandchild (not quite so bad in the rural areas, but still inadequate, especiall…

This, incidentally, is why people in China riot about inflation from time to time: if you have to support yourself and several family members, you'd better have yourself a lot of savings, but it's really hard when your bank pays negative real interest rates. (And what's your alternative to the bank? Invest in the property bubble? Ha!) Then the banks loan out this savings to the party's preferred business partners (st…

and if push comes to shove, the property rights of foreign investors will probably be pretty low on the priority list

Then I suppose it's good they don't let us invest very much in the country!

This makes it unlike e.g. Greece, where we're told there are a number of European banks outside with dangerous exposure, although there's been plenty of time to mitigate that. So conventional contagion might not be such a problem, I myself am worried about various goods and raw materials that the PRC has a current lock on. E.g. lots of pharmaceutical precursors.

Re: China’s stock market bubble: A goring concern

#53
post #51

Earlier quoted context omitted.

This, incidentally, is why people in China riot about inflation from time to time: if you have to support yourself and several family members, you'd better have yourself a lot of savings, but it's really hard when your bank pays negative real interest rates. (And what's your alternative to the bank? Invest in the property bubble? Ha!) Then the banks loan out this savings to the party's preferred business partners (st…

and if push comes to shove, the property rights of foreign investors will probably be pretty low on the priority list Then I suppose it's good they don't let us invest very much in the country! This makes it unlike e.g. Greece, where we're told there are a number of European banks outside with dangerous exposure, although there's been plenty of time to mitigate that. So conventional contagion might not be such a prob…

I feel like there's 2 sides to the story : 1st, as you mentioned, external investors would have money in the country that they couldn't get back because of the low position on the priority list. On the other side, I feel like china investing in your business makes you own them money. And i their economy comes crashing down, what prevents them from asking for their money back, which you might not have in full, or that you need for planned investments. Is there anything I'm missing ?

Re: China’s stock market bubble: A goring concern

#54
post #46
post #31

Earlier quoted context omitted.

It makes you wonder what the determinants of success are for a Chinese business. Would you trust cars made by Nike, if they suddenly started making them, or a airline run by the Hilton Group?

Well, Hilton used to be owned by TWA and later United.

That's nothing like pivoting.

Re: China’s stock market bubble: A goring concern

#55
post #52

Earlier quoted context omitted.

LG makes Shampoo

Samsung makes killer robots and tankers. http://en.wikipedia.org/wiki/Samsung_SGR-A1 https://www.shi.samsung.co.kr/eng/Pr/shipstory0201.aspx

Google makes robotic pack dogs for DARPA:

http://www.theverge.com/2013/12/14/5209622/google-has-bought...

https://www.youtube.com/watch?v=M8YjvHYbZ9w

Re: China’s stock market bubble: A goring concern

#57
post #40
post #38

Earlier quoted context omitted.

How about an airline run my a record label?

Virgin is a bit of an exception. At the beginning it merely chartered aircraft run by others; it was a branding exercise rather than managing and running aircraft. Conglomerates like GE do anything and everything, but the companies cited in the article appears to be relatively small, e.g.from making only floorboards to online gaming is quite a shift in operational requirements.

Nokia used to make a big deal about their background in paper mills, rubber boots etc.

http://company.nokia.com/en/about-us/our-company/our-story

Re: China’s stock market bubble: A goring concern

#58
post #52

Earlier quoted context omitted.

Samsung makes killer robots and tankers. http://en.wikipedia.org/wiki/Samsung_SGR-A1 https://www.shi.samsung.co.kr/eng/Pr/shipstory0201.aspx

Google makes robotic pack dogs for DARPA: http://www.theverge.com/2013/12/14/5209622/google-has-bought... https://www.youtube.com/watch?v=M8YjvHYbZ9w

Didn't they drop that contract?

Re: China’s stock market bubble: A goring concern

#59
post #40

Earlier quoted context omitted.

Virgin is a bit of an exception. At the beginning it merely chartered aircraft run by others; it was a branding exercise rather than managing and running aircraft. Conglomerates like GE do anything and everything, but the companies cited in the article appears to be relatively small, e.g.from making only floorboards to online gaming is quite a shift in operational requirements.

Nokia used to make a big deal about their background in paper mills, rubber boots etc. http://company.nokia.com/en/about-us/our-company/our-story

Nokia had a natural progression though. Rubber, rubber-coated cables and wires, analog telephone switches full of wiring, digital telephone switches full of software, mobile phones that talk to those switches! And this took about a hundred years.

Re: China’s stock market bubble: A goring concern

#60
post #48

I may be completely off about this, but isn't it the term suppose to be "going concern"? I thought I had discovered a phrase I didn't know, but then I did a Google search and the only occurance is this article. That said, if China's market goes under it may be pretty gory. :)

While we're on the subject, when you say "isn't the term suppose to be", you actually need to say "isn't the term supposed to be". I've noticed that people have started pronouncing this wrong (they now say "suppoes" rather than "suppozed") and that's spread into the written form. Similarly, people are also replacing the correct "used to" with "use to".

"Use to" can be correct, e.g. "Didn't we use to go to the same school?" The tense of "use" should match the tense of the predicate.
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