Comments on: BRIC wall for continued US dominance http://www.feralscholar.org/blog/index.php/2005/02/09/bric-wall-for-continued-us-dominance/ Making the Connections Fri, 10 Sep 2010 19:52:05 +0000 http://wordpress.org/?v=2.3.3 By: Lisa http://www.feralscholar.org/blog/index.php/2005/02/09/bric-wall-for-continued-us-dominance/#comment-199107 Lisa Fri, 13 Jun 2008 03:59:43 +0000 http://www.feralscholar.org/blog/index.php/2005/02/09/bric-wall-for-continued-us-dominance/#comment-199107 I didn't know where else to put this, and it's worth reading. Stratfor is pretty expensive, and Mauldin has been allowed to put the entire article in his blog. The Geopolitics Of China Posted Jun 12 2008, 01:56 PM by John Mauldin No matter where in the world I am, in South Africa, in Europe, in La Jolla, there's one question I get asked over and over, "What about China?" And small wonder. The increasing impact of China in the last generation is just staggering and seemingly accelerating every day. If you're in the market for oil, minerals, arable land, equities or debt, you're bidding against Chinese government-sponsored entities with a $1 trillion warchest. And the list of markets where China is a key player grows every day. Bottom line: whether you're filling up your gas tank or trading credit default swaps, China's decisions impact your pocket book. The only thing that's crystal clear about China is the need to look long term, at the underlying forces that don't change day by day. Nobody does this better than my friend George Friedman and his team at Stratfor. Their geopolitical focus filters out the noise in the popular press and concentrates on the real drivers behind national policy. This is especially critical for a market like China, where traditional financial statement analysis is impossible and profit motives just don't apply. On Monday, George and his team are releasing the second in their series of Geopolitical Monographs, called The Geopolitics of China. I've received an advance copy of the report below, and it is today's Special Edition of Outside the Box. ---------------------------- Contemporary China is an island. Although it is not surrounded by water (which borders only its eastern flank), China is bordered by terrain that is difficult to traverse in virtually any direction. There are some areas that can be traversed, but to understand China we must begin by visualizing the mountains, jungles and wastelands that enclose it. This outer shell both contains and protects China. nternally, China must be divided into two parts: The Chinese heartland and the non-Chinese buffer regions surrounding it. There is a line in China called the 15-inch isohyet. On the east side of this line more than 15 inches of rain fall each year. On the west side annual rainfall is less than that. The bulk of the Chinese population lives east and south of this line. This is Han China, the Chinese heartland. It is where the vast majority of Chinese live and the home of the ethnic Han, what the world regards as the Chinese. It is important to understand that over a billion people live in an area about half the size of the United States. Read the rest at: http://www.investorsinsight.com/blogs/john_mauldins_outside_the_box/archive/2008/06/12/the-geopolitics-of-china.aspx I didn’t know where else to put this, and it’s worth reading. Stratfor is pretty expensive, and Mauldin has been allowed to put the entire article in his blog.

The Geopolitics Of China
Posted Jun 12 2008, 01:56 PM
by John Mauldin

No matter where in the world I am, in South Africa, in Europe, in La Jolla, there’s one question I get asked over and over, “What about China?” And small wonder. The increasing impact of China in the last generation is just staggering and seemingly accelerating every day. If you’re in the market for oil, minerals, arable land, equities or debt, you’re bidding against Chinese government-sponsored entities with a $1 trillion warchest. And the list of markets where China is a key player grows every day. Bottom line: whether you’re filling up your gas tank or trading credit default swaps, China’s decisions impact your pocket book.

The only thing that’s crystal clear about China is the need to look long term, at the underlying forces that don’t change day by day. Nobody does this better than my friend George Friedman and his team at Stratfor. Their geopolitical focus filters out the noise in the popular press and concentrates on the real drivers behind national policy. This is especially critical for a market like China, where traditional financial statement analysis is impossible and profit motives just don’t apply.

On Monday, George and his team are releasing the second in their series of Geopolitical Monographs, called The Geopolitics of China. I’ve received an advance copy of the report below, and it is today’s Special Edition of Outside the Box.
—————————-
Contemporary China is an island. Although it is not surrounded by water (which borders only its eastern flank), China is bordered by terrain that is difficult to traverse in virtually any direction. There are some areas that can be traversed, but to understand China we must begin by visualizing the mountains, jungles and wastelands that enclose it. This outer shell both contains and protects China.

nternally, China must be divided into two parts: The Chinese heartland and the non-Chinese buffer regions surrounding it. There is a line in China called the 15-inch isohyet. On the east side of this line more than 15 inches of rain fall each year. On the west side annual rainfall is less than that. The bulk of the Chinese population lives east and south of this line. This is Han China, the Chinese heartland. It is where the vast majority of Chinese live and the home of the ethnic Han, what the world regards as the Chinese. It is important to understand that over a billion people live in an area about half the size of the United States.

Read the rest at:

http://www.investorsinsight.com/blogs/john_mauldins_outside_the_box/archive/2008/06/12/the-geopolitics-of-china.aspx

]]> By: Bernie Maopolski http://www.feralscholar.org/blog/index.php/2005/02/09/bric-wall-for-continued-us-dominance/#comment-157 Bernie Maopolski Mon, 14 Mar 2005 05:03:29 +0000 http://www.feralscholar.org/blog/index.php/2005/02/09/bric-wall-for-continued-us-dominance/#comment-157 Any Comments about Iran's possession of Russian anti-ship missiles? Any Comments about Iran’s possession of Russian anti-ship missiles?

]]> By: Pete Hinkle http://www.feralscholar.org/blog/index.php/2005/02/09/bric-wall-for-continued-us-dominance/#comment-122 Pete Hinkle Tue, 08 Mar 2005 13:02:59 +0000 http://www.feralscholar.org/blog/index.php/2005/02/09/bric-wall-for-continued-us-dominance/#comment-122 Does anyone have any background on Mr Engdahl? Although much of his recent output has been of great interest, and can usually be backed up with other sources, it seems this guy has had (has?) some rather dubious associates (I'm thinking of the Fascist Larouches here). It looks as though Engdahl has written for the virulently anti-semitic Executive Intelligence Review as recently as 2001, and has had close associations with the Schiller Institute, a Larouchian front organisation. His recent book (A Century of War, Pluto Press, 2004) contains several dubious assertions associated with many rightist conspiracy theories (e.g. the CIA, though the MK ULTRA programme, created the hippie movement): the problem is that he rarely uses references, and many right-wing conspiracy theorists get their information from the same stagnant pool. If anyone is able to shed any more light on this chap, who I don't want to disregard completely at this stage, please share it with us. Does anyone have any background on Mr Engdahl? Although much of his recent output has been of great interest, and can usually be backed up with other sources, it seems this guy has had (has?) some rather dubious associates (I’m thinking of the Fascist Larouches here). It looks as though Engdahl has written for the virulently anti-semitic Executive Intelligence Review as recently as 2001, and has had close associations with the Schiller Institute, a Larouchian front organisation. His recent book (A Century of War, Pluto Press, 2004) contains several dubious assertions associated with many rightist conspiracy theories (e.g. the CIA, though the MK ULTRA programme, created the hippie movement): the problem is that he rarely uses references, and many right-wing conspiracy theorists get their information from the same stagnant pool.
If anyone is able to shed any more light on this chap, who I don’t want to disregard completely at this stage, please share it with us.

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