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First a wise observation:

“This is financial journalism rule No. 1 (in my book, anyway): Whenever the world's leading fiscal writers and seers start using the words "overheated" and "bubble," it's almost always because they don't own the stuff themselves.”

The words are naturally about investing in China, especially in the raw materials sector. But doesn't it go for consumer products as well when you have such explosive economic growth and such a rapidly expanding middle class on a buying spree? Of course.

The above quote is from an article by Thom Calandra,

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