sharetea

> This is a massive lift in real economic activity which can finance a lot of debt.

China's already hit its limit. "Also, the Chinese economy is over-indebted. The total social debt is now 300%. Together with external debt, this figure rises to about 350%." http://marketrealist.com/2016/01/george-soros-sees-crisis-re...

> Secondly there is a now huge upper middle class who are travelling the world, sending their kids to Australia or US for study and still buying Apple products. They are not going away

"their buying power doesn't compare with that of their US counterparts. Between 2010 and 2014, only 12% of these people reported a household income of more than $3,200 a year, or $8.50 a day." http://www.businessinsider.com/demand-report-on-chinas-middl...

The article talks about investors needing to know that

1.) China's construction boom is over

2.) Need to understand China better

3.) Take off the rose-tinted glass

I would add a few more here:

4.) With all the capital controls currently in place, once you invest, you might not get your money out, ever.

5.) With president Xi becoming more dictator-like, and encouraging anti-foreign behaviors, once you get in to China, you might easily get in trouble. Jailed without trial. Or disappeared.

6.) With the great firewall becoming more restrictive, and VPN working less and less, you might not be able to hit any foreign websites from China. No communications with your family or loved ones. No search for foreign customers.

7.) With the impending yuan devaluation (20%-50%), it might not be worth it with a low growth environment in China.

Also related, looks like China's finally cutting itself off the rest of the internet in the world....switching from blacklisting to whitelisting.

"The proposed rules would prohibit the country’s Internet-service providers from allowing connections to websites with domains, or Web addresses, registered outside China. Violators would face fines of up to 30,000 yuan ($4,621) and public notices exposing their failure to obey."

http://www.wsj.com/articles/china-seeks-more-legal-muscle-to...

Not true.

China angered by Hillary Clinton tweet on women's rights http://www.bbc.com/news/world-asia-china-34377406

"Mr Xi has come under fire for hosting the summit as several women's rights activists were held earlier this year for planning a demonstration against sexual harassment on public transport."

There have been disappearance of Hong Kong booksellers by the Chinese government, as reported here: http://www.bbc.com/news/world-asia-china-35480229

as well as bookstores in Hong Kong airport being replaced by "Chinese friendly" ones http://www.scmp.com/news/hong-kong/education-community/artic...

some other views:

""China will face a more challenging situation in trade this year than 2015. Both imports and exports in February fell more than our expectations."

""China's exports declined the most since May 2009, suggesting that the overly strong CNY exchange rate has become an obstacle for the external sector"

""February's trade data is really poor and that will exert depreciation pressure on the yuan."

http://news.forexlive.com/!/china-export-collapse-in-january...

Apparently people aren't sure what is good vs evil anymore....what a sad world we live in.

Greed: Russia's former largest foreign investor: Putin is worth $200 billion.

http://www.businessinsider.com/russias-former-largest-foreig...

Wrath: HOW MANY MORE YEARS WILL PUTIN OCCUPY UKRAINE?

http://www.newsweek.com/how-many-more-years-will-putin-occup...

Here Are The Numbers On Putin And Journalists Ending Up Dead

http://dailycaller.com/2015/12/22/here-are-the-numbers-on-pu...

Pride: Moscow court upholds gay Pride ban for next 100 years

http://wisconsingazette.com/2012/08/17/moscow-court-upholds-...

Gluttony: Russians start trashing banned Western food

http://money.cnn.com/2015/08/07/news/russia-destroys-food-pe...

Sloth: How He and His Cronies Stole Russia

http://www.nybooks.com/articles/2014/12/18/how-he-and-his-cr...

So the western world should just take the Chinese government media at face value? since the foreign media now needs a 'permit' to publish online in China. This is a government that cheats, lies, and steals. Oh, and kidnaps foreign citizens and forces them to tell lies on state TV

http://www.forbes.com/sites/jnylander/2016/01/07/swedens-for...

Latest News: China to lay off five to six million state workers

http://www.reuters.com/article/us-china-economy-layoffs-excl...

i don't like evil government. do you?

"China 'covertly providing oil to North Korea' Seoul claims Beijing falsifying its export statistics to keep Pyongyang's industry, military operational"

http://www.telegraph.co.uk/news/worldnews/asia/northkorea/11...

Missiles Deployed on Disputed South China Sea Artificial Island, Officials Say

http://www.nytimes.com/2016/02/18/world/asia/china-missiles-...

These aren't the smart engineering politicians with a 10 year view China has foisted its fable onto the world. These are the corrupt paranoid politicians who know they are one mass protest away from having all their families disposed. These are fat and lazy billionnaires who have siphoned off local schools, hospitals, people, environments, and is about to abscond with riches. These are the people that see their debt-fueled economy collapsing, and know there's no more workers to be paid in pennies to be exploited.

""In total, 106 members of China's National People's Congress and 97 members of Chinese People’s Political Consultative Congress, are on Hurun's China Rich List. Their combined wealth hits $463.8 billion"

http://www.businessinsider.com/chinese-politicians-are-rich-...

Kyle Bass: China’s $34 trillion banking sector set to collapse 30-40%

https://www.trunews.com/kyle-bass-chinas-34-trillion-banking...