Outside the Box

China Visit Report

John Mauldin

March 13, 2006

We once again turn our focus on China. Simon Hunt has been visiting China for many years and offers us his latest insight from a recent visit. Many analysts forecast the recent past into the future and the outlook on china is no different, but Simon says this is incorrect and China is about to go through a major change. As he sees it, China is changing its focus from growth at any price to one that might be a bit more rationalized.

This is a very important point and why this was picked for this week's Outside the Box. I suggest you put your thinking caps on as we take advantage of Simon's insider knowledge.

John Mauldin, Editor
Outside the Box

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China Visit Report

By Simon Hunt, Simon Hunt Strategic Services, February/March 2006

SUMMARY

  • This note combines findings from our discussions in Beijing and plant visits with what we see is emerging from the NPC meeting.
  • Less attention should be given to the detail and more to the thrust of policy, because this government is embarking on a new course for China's economy. The unwary will be caught…

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