Chinese Production Model - DBS/Muhammad Rafeeq

[K-Sensor]

I haven't heard anyone say yet, but people are fathoming that the Asian (India and especially China) business model is based on high product quantity turnover.  Without the sale numbers they don't make the profit needed to keep the doors open!

This is why the BDI is so low as factories in China are simply closing down till they get enough orders to do a production run.  So expect the BDI to increase slightly after Christmas/New Year but it will dive to near zero level shortly after.  The shipping will also be in small vessels.

[K-Sensor]

I was hoping DBS or Rafeeq would comment about this on air.

[K-Sensor]

meant to read..."but people are NOT fathoming "