Greg Zuckerman, a senior writer at the WSJ, is interviewed by Yahoo Breakout. He also wrote the book of "The Greatest Trade Ever", a story about how John Paulson made his big fortune by betting against the US housing market in 2006 and 2007.
Smart Money Betting Against China: Zuckerman
Monday, May 9, 2011
Sunday, May 8, 2011
More bear cases about China from prominent names such as Goldman's Jim O'Neill
As Roubini expressed his bearish view of China recently, a renowned long time China bull, Goldman's Jim O' Neill who invented the BRICs, is also concerned about China's shift of its growth strategy, from investment- and export- driven growth to consumer driven growth.
George Magnus, an economist from UBS, also worries about the over-extended credits by Chinese banks may collapse.
Articles on 5/3/2011
Why One Of The World's Biggest China Bulls Is Getting Worried by Joe Weisenthal
China risks credit-fuelled Minsky moment by George Magnus
George Magnus, an economist from UBS, also worries about the over-extended credits by Chinese banks may collapse.
Articles on 5/3/2011
Why One Of The World's Biggest China Bulls Is Getting Worried by Joe Weisenthal
China risks credit-fuelled Minsky moment by George Magnus
Monday, May 2, 2011
A collection of Jim Chanos' bearish view of China
Jim Chanos, a short selling hedge fund manager, made his fortunate and fame by spotting Enron's problem early. Now he returns under the spotlight by betting against China, especially the real estate market. Using his own word, "China's property bubble is Dubai x 1000". We will see how much he will be right or wrong this time.
Some of his arguments
1. China's fix asset investment is at 70% of GDP and it is not sustainable. The transition between a infrastructure investment driven to a consumer based growth will be painful and the consumer can't pick up fast enough.
2. He is not all bearish about China and some of his China related long positions include casino operators such as LVS and WYNN. His argues that corruptions in China are hard to control and some of the money are ended on black jack tables in Macau.
From Business Insider
- The Fundamental Difference Between The Soviet Union And China Apr 2011
- Jim Chanos Just Announced The One China Long Bet He's Making Feb 2011
- Jim Chanos Explains Why There Won't Be Gentle Landing In China Feb 2011
- A Year After Calling Chanos An "Ignorant Slut", Stephen Roach Is Getting Nervous About Chinese Inflation Jan 2011
- Jim Chanos: Adam Smith Will Get His Revenge In China Dec 2010
- Jim Chanos Ratchets Up The China Rhetoric, Says It's On A Treadmill To Hell Apr 2010
- UBS' Jonathan Anderson Slams Chanos: China Is Nothing Like Dubai Feb 2010
Some of his arguments
1. China's fix asset investment is at 70% of GDP and it is not sustainable. The transition between a infrastructure investment driven to a consumer based growth will be painful and the consumer can't pick up fast enough.
2. He is not all bearish about China and some of his China related long positions include casino operators such as LVS and WYNN. His argues that corruptions in China are hard to control and some of the money are ended on black jack tables in Macau.
From Business Insider
- The Fundamental Difference Between The Soviet Union And China Apr 2011
- Jim Chanos Just Announced The One China Long Bet He's Making Feb 2011
- Jim Chanos Explains Why There Won't Be Gentle Landing In China Feb 2011
- A Year After Calling Chanos An "Ignorant Slut", Stephen Roach Is Getting Nervous About Chinese Inflation Jan 2011
- Jim Chanos: Adam Smith Will Get His Revenge In China Dec 2010
- Jim Chanos Ratchets Up The China Rhetoric, Says It's On A Treadmill To Hell Apr 2010
- UBS' Jonathan Anderson Slams Chanos: China Is Nothing Like Dubai Feb 2010
Sunday, April 24, 2011
Business Insider's onsite investigation
Dec, 14 2010. Amazing Satellite Images Of The Ghost Cities Of China
March, 2011 follow on video post, A Stunning Look At China's Ghost Cities
March, 2011 follow on video post, A Stunning Look At China's Ghost Cities
A recent bearish bet of China from Dr. Doom, Nouriel Roubini
April, 2011. Financial Times: Boom vs Doom: is Nouriel Roubini right on China?
China’s Bad Growth Bet, Nouriel Roubini on Project Syndicate
Why Roubini is wrong on China, Shaun Rein on CNBC.com
China’s Bad Growth Bet, Nouriel Roubini on Project Syndicate
Why Roubini is wrong on China, Shaun Rein on CNBC.com
Forbes Blog
Since China is running a market-oriented economy based on a totalitarian political system, it will be difficult to analyze China's real estate market using classic economic theories without understanding the role of the Chinese government .
April 2011,
why-chinas-property-bubble-is-different by Kenneth Rapoza
China’s Property Bubble? by Jack Perkowski
Jack referred a very interesting report from Economist Intelligence Unit (EIU), “Building Rome in a day: the sustainability of China’s housing boom”. And I kind of agree with what Jack pointed out that "outside observers like Chanos underestimate the efforts of the Chinese government to avoid a bubble..."
Other old blogs from forbes 2010
Here’s Why Andy Xie’s Latest Claim About Chinese Real Estate Is A Bombshell
Real Estate Curbs Dampen Chinese Billionaires’ Wealth
China Real Estate Needs ‘Cap’ To Avert Full-Blown Bubble: Executive
Reality Check For China’s Real Estate
Chinese Real Estate Bubble Is Bursting
Ghost Towns In China Due to Property Bubble
April 2011,
why-chinas-property-bubble-is-different by Kenneth Rapoza
China’s Property Bubble? by Jack Perkowski
Jack referred a very interesting report from Economist Intelligence Unit (EIU), “Building Rome in a day: the sustainability of China’s housing boom”. And I kind of agree with what Jack pointed out that "outside observers like Chanos underestimate the efforts of the Chinese government to avoid a bubble..."
Other old blogs from forbes 2010
Here’s Why Andy Xie’s Latest Claim About Chinese Real Estate Is A Bombshell
Real Estate Curbs Dampen Chinese Billionaires’ Wealth
China Real Estate Needs ‘Cap’ To Avert Full-Blown Bubble: Executive
Reality Check For China’s Real Estate
Chinese Real Estate Bubble Is Bursting
Ghost Towns In China Due to Property Bubble
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