"Great country...free cars."
--Han Sing (Romeo Must Die)
Looks like Jim Chanos is sizing up the risks in China similar to me. Overcapacity, bubbly real estate, capital allocated by central planners.
Plus, sentiment on China seems solidly in Hoofy's court.
If we're headed toward another deflationary wave, I still wonder whether China might not provide the impetus.
no positions
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