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China
Interesting article in the recent Barrons on the problems looming in China. Noted short seller Jim Chanos has been talking about a massive real estate bubble in China for the past year or two and he could be right. I also believe as labor costs over there rise, you will see more manufacturing brought back here. My company has had all kinds of problems with the factories over there. You either have to have a full time babysitter, or send people over there continuosly to monitor them. They either don't give a $hit, or they cut corners using cheaper materials.
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