China--Recent 8.9% Growth Rate Figure Could Be (Probably) Significantly Inflated
October 22, 2009
– Comments (3) |
RELATED TICKERS: CGA
My business associates, who frequently travel to China, recently returned from there several weeks ago after traveling to about half a dozen locations throughout the country and commented that they were surprised by the number of halted construction sites. I talked to them last evening and they indicated that they were surprised by the 8.9% figure reported by the PRC. While we have long assumed that the growth figures reported by the PRC are inflated, we believe the recent growth figure is significantly inflated. Your thoughts, experiences, impressions, views, etc. on this would be greatly appreciated.
PS: They were impressed with the level of activity and new facilities at CGA. As an investor, I was rather pleased to get that news.