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topik China - the next bubble koji pocinje od gornjeg eraserheadovog posta spojen sa ovom kineskom temom

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Johan Norberg za SpectatorThe great debt bubble of 2011

China’s wealth and prospects dazzle the debt-laden West. ‘Money, money everywhere,’ the Beijing economist Patrick Chovanec said in a recent survey of China. ‘Awash in luxury cars, condos and expensive jewellery, the Chinese are enjoying what looks to be an unstoppable boom.’ The prices of high-end properties in some of the wealthiest cities have almost doubled in two years. High street prices are also creeping up, prompting the government to tighten policy.In fact, this is not the result of better prospects but of a monetary shock. Aside from the foreign capital inflows, China had its own stimulus package, as big as America’s. Beijing has printed yuan and pushed banks and local governments to spend like drunken Keynesians. Absurdly, China’s money supply is now larger than America’s, even though its economy is a third of the size. We can see the results of this stimulus in stock market prices and in new roads, bridges and housing complexes all over the country.Not that anyone wants to travel on those roads or live in those buildings. In August, China’s largest energy company reported that an extraordinary 65.4 million residences have not consumed any electricity in the last six months — a fairly big clue that they lie empty. There are now entire ghost towns, like new Ordos in northern China, where tens of thousands of buildings erected from scratch stand empty. And yet property prices in Ordos have doubled over three years. It’s not popular demand, it’s pure speculation. In some quarters, China is being spoken of as the last, best hope for the world economy. But it might be the next bubble to pop.In the original Superman film, the hero rescues Lois Lane as she falls from a skyscraper. ‘Don’t worry, ma’am, I got you,’ he says, midair. ‘You got me? Who’s got you?’ she replies. This is the question that no one is asking now. If China is lending to us, who is lending to China? If the governments are saving the banks, then who will save the governments? If the European Union is offering a safety net, who would be there to bail out the EU? There are other questions not being asked: which country, in recent economic history, has successfully borrowed its way out of a debt crisis? Why should it work now? And how can we justify saddling the next generation with such debt?
Posted (edited)

Primitivno laički sud:Mene užasno plaši pomisao da je uspeh zemlje koja pravi 90% artikala koje koristimo u svakodnevnom životu - samo balon. Amerika za mene postoji samo na teveu, u svakodnevnom smislu ona je apstrakcija. Kina je naša bakalnica, šta bi bilo da se ona zatvori? Kako bi uopšte izgledalo pucanje kineskog balona, šta bi to značilo za kineske izvoznike, kako bi se to odrazilo na kreditne aranžmane Kine sa ostatkom sveta?

Edited by Marko M. Dabovic
Posted
12065671031862036423Anonymous_jin-jang.svg.med.pngkineski znak sve kaze. kad balun dostigne his prime, obavezno puca :(
  • 1 month later...
Posted
20110219_wbc187.gif20110219_wbp002.jpg Troše ko pijani bogataši, tu se može staviti kvačica.
  • 2 months later...
Posted

2005 je srednja plata na fabrici bila 100-150 usd zavisno od provincije. danas je 300-400. uvek pitam kolike su plate radnika kada posecujem pogone, a video sam ih na stotine za 5-6 godina kako radim sa kinom.obicno na fabrici radnici imaju hranu/smestaj, zaradjuju dovoljno da mogu skromno ziveti. nisam primetio da su nezadovoljni i da im je tesko. pre 20+ vecina je gladovala, radila za visestruko manje novca i u gorim uslovima.na jugu kine je najgora situacija zbog ogromnog broja migrant workers iz siromasnijih provincija u centralnoj kini. ti ljudi su nezadovoljni jer su obicno primorani da ostave dete sa roditeljima sa mogucnoscu odlazka kuci 1x max 2x godisnje, nema to mnogo veze sa uslovima rada. ne vidim sta je sporno sa ovim typical day-om radnika u chengdu. 8 sada efektivnog rada i mogucnost overtajma za dodatnu lovu, imas organizovan prevoz, klopu - ma milina biggrin.gifA typical day of a worker in Chengdu06.45 Wake up07.15 Queue up for bus07.40 Arrive at Foxconn (breakfast and punch card)08.10 Work assembly08.30 Work shift begins11.20 Lunch12.20 Work shift resumes17.20 Dinner18.20 Overtime shift begins20.20 Work shift ends21.00 Arrive at dormitory

Posted

Da nije Apple u prichi, niko ne bi ni pomenuo Foxconn. Na primer, sto ne kazu kako se DELL, HP i skoro sve druge marke prave bas tu, na istim trakama, isti radnici?Kineska stopa samoubistava je 21 na 100,000 stanovnika. Sa 330 hiljada radnika u Shenzhenu, Foxconn bi trebao da vidi skoro 70 samoubistava godisnje. Bilo je 6 (ostalo, do 16, su pokusaji). Sigurno, to su mladi i zdravi ljudi dok u generalnoj populaciji imas neizlecivo bolesne i prosecno manje stabilne i zdrave.Kako su nasli skoro milion ljudi da rade za Foxconn? Ej, milion. Cela Srbija ima zaposlenih 1.5 miliona, drzava, prosveta, policija, firme, sve.Da je to takav kuluk u Foxconnu, ne bi nasli ni stotinu radnika.

Posted
ne vidim sta je sporno sa ovim typical day-om radnika u chengdu
Pa, nista. Sto rekose neki, rad ce vas osloboditi. :(
Posted

ozbiljno, pod uslovom da se paca overtime, a placa se, zaista ne vidim sta je sporno i problem sa tipicnom satnicom. vecina mojih kolega u moskvi ima gori raspored. samo na transport gube po 3-4 sata dnevno.

Posted

Standardno se zavrsava pred veceru uu 17 i 20? Pa ovo bolje nego moje, ja radim od 8 do 5 :D a nemam ni vecericu :( Inace budim se u 6 i 45 a kuci stizem u 17 i 45 (najranije). Prekovremeno se ne placa. Lunch nam je isto sat vremena. Ovde je to standard.

Posted (edited)
Kako su nasli skoro milion ljudi da rade za Foxconn? Ej, milion. Cela Srbija ima zaposlenih 1.5 miliona, drzava, prosveta, policija, firme, sve.Da je to takav kuluk u Foxconnu, ne bi nasli ni stotinu radnika.
Mozda zato sto ih taj posao deli od gladi? aj sad bez zezanja: vi nemate nikakav problem sa radnim vremenom od 14 sati, i to na liniji za sklapanje? vi zaista mislite da ti ljudi imaju vremena da podignu noge na sto, malo jedu govana na forumcetu, slikaju svoj obrok tokom pauze za rucak, itd?ovde pricamo o verovatno obaveznom prekovremenom radu (za Foxconn postoji milion izvestaja da je prekovremeni rad obavezan), i slobodnom vremenu od 10 sati dnevno, koje se provodi sa drugim radnicima (gotovo sav novac se salje porodici). Edited by Marko M. Dabovic
Posted
ozbiljno, pod uslovom da se paca overtime, a placa se, zaista ne vidim sta je sporno i problem sa tipicnom satnicom.
Nema problema, posto su potpisali ugovor da se nece samoubijati.
Posted
Mozda zato sto ih taj posao deli od gladi? aj sad bez zezanja: vi nemate nikakav problem sa radnim vremenom od 14 sati, i to na liniji za sklapanje? vi zaista mislite da ti ljudi imaju vremena da podignu noge na sto, malo jedu govana na forumcetu, slikaju svoj obrok tokom pauze za rucak, itd?ovde pricamo o verovatno obaveznom prekovremenom radu (za Foxconn postoji milion izvestaja da je prekovremeni rad obavezan), i slobodnom vremenu od 10 sati dnevno, koje se provodi sa drugim radnicima (gotovo sav novac se salje porodici).
:blush:

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