China Report

http://www.europac.net/report/reports/report_chinainfrastructure.pdf

Hopefully you can access this, if not then let me know. It is the Europac report on China and everything that is going on there. I think there are some good things to look at in the growth of China.

China is basically putting all of their stimulus money into infrastructure in hopes of producing more goods in the future. They are looking at more long term growth in alternative fuels and resources. The Chinese government is making loans to people unlike the U.S. banks that temporarily went on hold. No one kind find lenders anymore. Chinese households save near 40% of their income, that is way higher than in the U.S.

The government has spent a ton on a state of the art railway system. Any companies making use of this are sure to have lower prices of transportation.

Energy and agriculture are also huge industries right now.

The article gives four companies, but doesn't name them. We would need to contact a Europac investment consultant to do that. One is solar/wind energy, another is in grain and agriculture, the next is in transportation and the last one is another transportation company.

Do you think we should contact Europac and start an investing club to get in on some of these companies? I think we should discuss it and talk to them soon.