Hello Larry, when I first saw the title of the article I thought "Oh no, not another article on the investment opportunity in China - or how it is too late to chase opportunities in that country".
However on reading your article I thought it was easily the best article I have read so far in terms of both being easy to comprehend (for an investment neophyte like me) and comprehensive in its scope.
Well done.
I think #3 is the most interesting in its potential as rapid growth over the past few years will give a few industries a moment to pause, reflect, and consolidate.
#1&4 are almost a given, for different reasons.
I thought your analysis of #2 was interesting given that China has a terrible track record in this area. For all of our sakes (meaning fellow residents on this planet) I hope you are correct.
Thank you again for an enjoyable and thought provoking read.
Best of the season to you and yours this season and in the New Year
Savio