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Message: Chen on China

Based on his China contacts Chen thinks it likely the Chinese market will rebound into the end of the year. He says the Chinese government wants to instill confidence; low interest rates and rising inflation will increase risk appetite; many investors are retired people with a lot of money to spend who believe in the government and gamble in the stock market rather than Macau; once the Chinese market starts moving up it goes on for awhile since there is no shorting.

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