Thanks to Ben Garber at BenjaminJGarber.com for the post below. Chinese economic weakness is a theme I have been interested in lately. Apparently several prominent hedge fund managers are also bearish on China, including James Chanos and Hugh Henry. In the video, China discussion starts at the 4:30 mark. Below are also a few articles regarding China's situation, and those who are betting against it.
Full Disclosure: I own FXI puts and UHPSX as of January 17th 2011.
Never forget: "Markets can remain irrational a lot longer than you and I can remain solvent." - John Maynard Keynes
China Central Bank Raises Reserve-Requirement Ratio
China Raises Bank Reserve Ratio 50 Points,"
China Bears Gathering as Analysts Question Economy
RBS Issues Warning that China Credit is About to Burst
China's GDP is "man-made," unreliable: top leader
This is the personal blog of Emory Redd.
This blog is not investment advice. This is not a solicitation to invest. Don't take candy from strangers.
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