Short China, Will You?
Bearish blogger at Also sprach Analyst proposed that we should short China. He believes that China has bubbles in residential and commercial real estates. Infrastructure booms, local government debts, demographics and other reasons are also key to his bearish assessment of Chinese economy.
The recent debates surrounding China almost always spark huge interests, with both the bears and bulls accusing each other of not knowing anything. Jury is still out, and probably we will never know if that’s really a bubble until it bursts.