patrick.net

Nice piece. Here's an article about Channel Stuffing and loads of inventory building in China:

http://www.zerohedge.com/news/china-has-become-one-big-stuffed-channel

However, unlike the US, China's currency is artificially low, the Chinese could clear that inventory by letting the currency appreciate - at the cost of export viability. Then again 1B people is a large market and they can transit to a services-based economy

thunderlips11 says

Here's an article about Channel Stuffing and loads of inventory building in China:

Few related pieces

http://ftalphaville.ft.com/blog/2012/04/26/975511/china-is-being-buried-alive-in-copper/

http://ftalphaville.ft.com/blog/2012/08/14/1118271/chinas-literally-ground-breaking-copper-inventories/