Over two weeks ago, I wrote a post suggesting going long US Municipal Bonds and China , as a “knife catching” trade . Those trades haven’t fared too poorly since. That said, I recently listened to a fund manager who is (arguably) the most bearish manager out there (on China). I won’t pretend that I’m suddenly an expert, just because I sat through a very detailed, and well-researched presentation on the country. That said, all prospective investors in China should ask themselves the following questions:
- Do you know what’s going on in the...
Login required to continue reading.
Setup a free account to get access to this article (no credit card required).
View Full ArticleAlready a member? Log in here
