Nagarjuna,
Are you able to remove assumptions in your arguemaent? like "export economy without consumption"??? How do you know China is one???
that's why I said Chanos has got NFI.
CHINA'S ECONOMY IS SUSTAINABLE: http://www.lowyinterpreter.org/post/2012/08/29/Chinas-growth-is-still-sustainable.aspx?p=true
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