http://investmentwatchblog.com/get-ready-for-the-next-crisis-10-reasons-to-short-china-now/

Get ready for the next crisis: 10 Reasons To Short China Now

 

Some people argue that there are no bubbles (e.g. Shaun Rein via Bloomberg), and there are some very bearish calls (e.g. Jim Chanos via FT and Andy Xie).  Official statistics are completely unreliable, so I have to rely on other things.

Bill wrote quite a while ago on why Beijing residential real estate market wasn't a [...]