Outside the Box

China: Exports Drop

John Mauldin

March 12, 2009

Dear Friends:

When I read the headline, "China: Exports Drop," plastic toys, cheap sneakers and milk scandals come to mind. But the impact of China's financial health is more far-reaching than simply affecting the Wal-Mart consumer; China matters on a global investing stage. So that's why I don't just read headlines; I read STRATFOR. My friend George Friedman's team of analysts will take the numbers and explain to me what they mean and how they impact the country, without bias or partisanship. They don't make value judgments, they outline the full financial picture so I can make my own.

Understanding China is critical to anyone with investments. In the following piece, STRATFOR graphically presents the decline in exports in a historical context, and outlines other critical measurements in the Chinese economy -- giving me the frame of reference I need. I highly recommend that you start reading STRATFOR for this kind of focused analysis. George has kindly arranged a special offer just for my readers: a full year of Membership for just $199. Click here to take advantage of this offer today.

I read STRATFOR because I only want to know what's important and why.

Yours,

John Mauldin, Editor
Outside the Box

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China: Exports Drop

From STRATFOR

March 11,2009 | 1651 GMT

China Monthly Exports 2008 - 2009

China's exports in February fell by 25.7 percent from a year earlier, dashing expectations that the country's crucial export sector would hold up better after January's 17.5 percent slowdown in export value, according to China's customs bureau on March 11. The…

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