It could be a long talk for just an introduction. However, I guess financial market could be a decent analogy. If you have some idea of how financial market rea

It could be a long talk for just an introduction. However, I guess financial market could be a decent analogy. If you have some idea of how financial market really works. Speculators manipulates the market. You can see highs and lows. But in the end, everything will return to what it is supposed to be. Back to China's current situation, I believe it is at the peak of its valuation. Please note, valuation and true value are mostly different. So business people basically talks about money and when they talk about China, they mean the price/valuation. Granted, the current situation could be really good, but always be cautious at the peak. When someone really into product itself which more related to the true value talks about China, price/valuation is way less relevant. In this case, what you see in terms of the product itself is what you can judge yourself. No one can hide anything. Hope my limited English skills delivered a more macro perspective for you.