Came across Forrester Research CEO's blog today after @jowyang mentioned it on Twitter with a link. (See, another cool thing about Twitter, if you follow the right people, information comes to you.)

The post is called The China Bubble and you can read it real quick by going here. 

Anyways, in summary George Colony makes reference to a recent op/ed piece by Roger Cohen of the NY Times and then compares the China "hysteria" to the Japan "fad" from the late '80s. He points out that because China remains a communist nation, it's not likely that it will surpass the US or EU within 20 years.

I'm by no means a research expert or an economist on the matter, but I can tell you that having returned from 2 weeks in Shanghai, you just can't help but be amazed by the continued growth the country is still undergoing after all these years. My parents first entered the market in 1991. I landed there in 1995. The energy has not let up. If it's a bubble, it's been a 20 year bubble and counting...

Frank Gong, Managing Director of JP Morgan Hong Kong made some very interesting points during his keynote speech at the recent Harvard China Review on China's growth in spite of the US recession:

I'd be interested in gathering and posting the thoughts of my China friends on this. Is there a China bubble?

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China Investment  Chinese Economy  Frank Gong  Harvard China Review