that's hardly a macro reality.
my sense is conflict in the South China sea long before any Chinese economic malaise ... but that is not a macro reality either.
i'm all for contrarian views but they really need to be presented as views and opinions rather than some 'reality'.
have a great day!
in fact I thought I read a really useful article this morning talking about the marginal cost of production ... did you read it? presents and interesting balance between all the palyers in the IO space including / especially China.
Ann: Dividend/Distribution - FEX, page-124
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