REAL TALK!
Who's next?!

The attractiveness of China as an investment destination is not only based on their labour market but many other factors. Just last year alone the FDI's grew to $105B:
1. A member of WTO. Remember WTO's main objective is to liberalize international trade, complaints on China are fast trooping in & now or later they'll have to fully align with international trade traditions to survive.
2. Some go with the thought of the 1.5B internal market but realise with cheap labour disposable income is a fable among the Chinese thus they end up exporting & with their GDP not expected to continue growing at the pace it did the internal market will still be a pipe dream.
3. Corporate taxes at Special export zones being at around 12.5% to 15% & places like the US still at 35%, the place becomes damn attractive but the reality is with a growing economy so does standards of living also rise & thus more govt expenditure expectected making a rise in taxes inevitable.
4. Cheap labour with time will be over. With the growing inflation & a contracting global economy, its just but a matter of time.
5. The Chinese would rather have a weak USD for a reserve currency or any other currency rather than let their currency taste the international currency markets. They need their currency weak coz that's their bloodline.
6. You can never control a growing skilled labour market & citizenry for long. As they say it only takes a man to change an ideology. With the billionaires & millionaires China is churning out i see an 'Anna' coming out.
7. The increase in commodity & mineral prices will make them more vulnerable just like the US & depedence on oil, their's will be coal & gold.
8. Their aggressiveness towards showing their economic might will also be their downfall in more ways than one. They are purchasing sovereign debts left right & center, debts that might become pieces of paper. They should seek advice from the USSR, a war is normally not only about guns & bombs & you might win a battle against the west but not the war.
9. Their stringent rules on constitution of ownership of foreign businesses.
In more ways than one their strengths might easily turn out to curtail them.

Cde, indeed: 'Brain drain' in america http://businessdailyafri...-/10lnyxkz/-/index.html

BoA $4 November 2011 puts bought today?

Hmmm... Someone is betting the stock will tank to $4?!

Gaddafi's imminent downfall seems to have done good for the market coz most of them have been on an upswing while oil futures down.
As for Vietnam, inflation up to 23%. Relevance-4th largest exporter of natural rubber. Moody's downgrade of Japs debt as per Hisah's observation has had no major effect reason being most of it is domestically held + our kawaida bro China.
A slump on confidence in the German economy highly expected coz of the Euro woes & inability to give confident direction as the largest economy in Europe. Funny enough there are sweet returns in Ireland, bond returns stand at 14% & the GDP is expected to grow by 0.5%, it might seem minimal but for an economy right out or not completely out of a slump & around economies reporting expected negative growth it is good & guys trooping back in(people never seem to learn).
We are all awaiting for Bernanke on Friday on these QE3 rumours & on another side Qantas had a slump of 83% on its earnings on the second half. Their's a company that wants to start betting on Yuan denominated assets, what will this do or impact on the Chinese currency & economy?
World markets intrigues keeping on!