No doubt BCG hand delivered a copy of this report to both Bruce and Alan, and it was encrusted with diamonds and gold borders, all for an attractive fee?
What a load of bollocks, as Sunfish said, this is old news, China is no longer 'the new black'. Actually, why don't QF hire Sunfish as a Consultant, he could provide better advice at a third of the cost of other 'consultants' and still make enough coin in 1 year to live happily off for the next half century.