Friday, April 27, 2007

Reminder: everything you read about China is wrong

Thanks to Dev. Bank Research Bulletin for (once again) reminding us that the saving rate in China is high because of corps not households. Chinese households actually save less than Indians. And other old chestnuts like the low ROI. Who is it that doesn't know this anymore?

http://www.bankresearch.org/economicpolicyblog/2006/12/return_to_capit.html

No comments: