Originally Posted by baseman:
China has it's act together, they will take action on the domestic front to spur growth.
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The problem with China is there is an excess capacity and stimulus will only enhance that excess. Western corporations are also waking up to the idea that China is not the best place to do business. They can stimulate if they start building infrastructure on the western front where it is badly needed. However these things are not shovel ready and will take time. The Chinese downturn will need to run its course especially since it is coming off of a real estate decline.