ghuinness

- Japan will stop loans as of 2008 and expected to drop 11% by Mar 31 this year.

- Possibly the IMF.

- Any foreign investors: e.g. EU, Africa, Iran, Australia (news article )

- Panama Canal; fees increasing 60% through 2007

- Investors who don't pay any attention to the internal corruption and can be persuaded that investing in China is a great profit. Just like the tech bubble when people paid $600+ for Qualcom. Current corruption
Real face of China's economy as of 2002 - not much has changed
They have until the end of 2006 to clean up their internal mess and hope foreign investors will believe they are worth the risk. I read the Chinese have spent about $350 billion in asset transfers in an attempt to convince foreigners that their banks are worth investing.

- The funding for the IBM deal looks questionable to me.
$600 Mil from internal banks that fail all due diligence tests.

- Apparently we are loaning China National Nuclear Corp $5 Billion.
News report

Recently I read that China is following the doctrine of Wang Xiaodong, he has a book out 'Chinese Nationalism Under the Shadow of Globalisation' published in 1999. (Still trying to find a copy):
"the country should embrace globalisation join the World Trade Organisation and open itself to foreign capital.
The second position, emphasised, in the face of economic growth, the importance of maintaining social equity.
The third, argued that the Chinese state should pursue a more selective and protectionist approach towards globalisation, borrowing from the Japanese and South Korean experiences, in order to prevent China becoming permanently trapped at the lower ends of the global division of labour. "

my .02