I think what you said is very interesting. I read between some of the lines and understand you have a genuine perspective (that we could probably spend hours an

I think what you said is very interesting. I read between some of the lines and understand you have a genuine perspective (that we could probably spend hours and hours over drinks discussing) but yeah, in all my "china thought swirling" I do about the whole emerging thing, I come to the same place, I go back and forth on your conclusion. Right now I'm on the other side, but last year I wasn't, and I tend to oscillate every year or so. The problem is by the time the history book is written about the lessons learned, translated to english, and makes it's way to a doc someone in Canada could watch... I'll be long gone, so I doubt I'll ever really know.