I have posted several comments in response to last/this weeks post from Cam. Some of these comments pertain to China. After I posted these comments, I came across an interesting article about China and its policies and so on. I cannot write this any better, and so I am sending a link. Needless to say, the article reflects the thoughts I have already posted. Needless to say that America remains on a collision course with China. Cheers.
The trade squirmish with China that we are witnessing is but mere one battle with China, in a big war. America may think it won the war, but China sees it as one battle, that they may loose today, but they are singularly focused on winning the war. Only time will tell who will win the war.
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Also see our past work on big picture macro analysis