It is not easy to replace Chinese manufacturing capacity


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送交者: jiangzhaiwai 于 2007-06-15, 16:40:21:

回答: 老中一号's words are harsh but true, Vietnam and others are eagerly waiting... 由 PhonyDoctorPhD 于 2007-06-15, 15:05:53:

Nobody else has the infrastructure. India doesn't even have enough electricity to run service companies. And it takes time to shift manufacturing capacity.
There is a reason why the Fed keeps on saying that there is risk for higher inflation, even though core inflation is stable right now. We can expect commodity and goods price to go up.




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