The end of cheap china

We have written countless posts bemoaning the end of cheap China and discussing how that is going to impact companies doing business in China.  We have also written countless posts discussing the countries we see coming to the fore as China replacements.  Obviously, companies are going to need to make very complicated and fact-laden decisions

Just read a really excellent Foreign Policy article, entitled, “The end of the Asian Miracle.” [link no longer exists]  The article is written by Antoine Van Agtmael, “the investment guru who coined the term ’emerging markets.'”  To grossly summarize, the thesis is that the following five pending “game changers” could bode ill for China