Oh Luko, you can do better than that.... or perhaps you can't.

I never said 100% of Chinese goods are shipped overseas.  I did say that 
exports account for 35-40% of China's GDP, and that export production is 
based on FDI [foreign direct investment, in case you forgot], and the 
revenues from those exports are not actually China's, but a revenue stream 
belonging to foreign investors.

I didn't make up the "cheap labor policy."  The CCP did.

I also said China has almost half its population tied to agriculture, and 
despite recent improvements, productivity in that sector is extremely low.

China can build all the infrastructure it wants in the current downturn. 
Japan did a lot of railroad building during the 90s--- didn't do very much 
to remedy deflation, but still they built it. However, without an expanding 
domestic market, the railroad China builds will be tracks to nowhere.  And 
an expanding domestic market requires high agricultural productivity.  Draw 
your own conclusion.

As for China's high speed trainsets-- look what you wrote:  bogies [we call 
them "trucks" in the US] and electric/electronics from a Siemen's platform. 
Hey Luko, what else is there to a train?  Propulsion and trucks are the 
guts, the high value parts-- everything else is shell, padding, bells and 
whistles.  Like the supposed "moving up the value chain"  of China's 
exports, this too turns out to be a revenue stream for FDI.

I'm sure China is laying good track-- that's the thing about engineering--  
it's translatable, its transferable, capitalism and capitalist development 
produces good engineers.  And the engineering of high speed trainsets can 
also be translated and transferred, so you would expect China to be able to 
engineer its own trainsets in the near future.  That's no problem.  And it's 
also no solution.  The issue is the cost, the maintenance, the value form 
that surrounds, encapsulates, such engineering and development.  Of course, 
everything, including that value form, looks just peachy in China, and it 
will continue to do so until it just doesn't.

One other thing, you assert China has "overtaken" the US in freight rail 
operations.  What are the data for this overtaking.  How is it being 
measured.  Is it in gross ton-miles, revenue ton-miles, total trackage, 
revenue ton-miles per track, revenue ton-miles per employee.  Makes a big 
difference.  For example, looking at gross agricultural output in both 
volume and value, you can conclude that China has "overtaken" the US in 
agricultural output-- until of course you look at the output per person, the 
yields, etc.-- all that good stuff we call productivity.

If you're measuring simply on the basis of  gross output-- that means 
nothing as the former USSR proved.

Put down your pom-poms, Luko, and lose the cheerleading.  Just for a change.


----- Original Message ----- 
From: "Lüko Willms" <[email protected]>
To: "David Schanoes" <[email protected]>
Sent: Monday, August 31, 2009 3:39 AM
Subject: [Marxism] China investing heavily in infrastructure: Railway 
(was:railroads)


Michael Perelman ([email protected]) wrote on 2009-08-30 at
18:53:48 in  about [Marxism] railroads:
>


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