China on ‘Treadmill to Hell’ Amid Bubble.



In other news a man who has substantial short positions in the shares of companies exposed to the Chinese property market has told people to sell the shares of companies exposed to the Chinese property market.


Treasury Holdings are big into Chinese property.


Just find me a property bubble where Irish people were not involved…


I don’t know about you, but I like listening to successful smart investors who are prepared to risk millions on their convictions.


.Charle Rose interview with James Chanos (China on Treadmill to Hell)
.Recorded interview.


What’s our exposure to this ->


China has capital controls. Foreign investors cannot repatriate gains made in china, and have to reinvest them in china AFAIK. A very long bargepole would be useful when considering investing in chinese property.

#9 … 9086.shtml


China May ‘Crash’ in Next 9 to 12 Months, Faber Says … Kn4&pos=15


Reported in the Sindo too: … 63239.html

Although it’s probably too little too late. It’s infinitely more than the Irish Government did as the bubble became apparent to all and sundry.


P’raps de Bert is available to manage the downturn.


Lays out the facts nicely

Kind of ignores how many options you have with $2.4 trillion in the piggy bank

#14 … rally.html


China seeks to tame property boom … 665458.stm

Estate agents are the same the world over.


China’s April Inflation Accelerates, Lending Surges -> … EYnnWx5TT8


Poorly Made in China: An Insider’s Account of the Tactics Behind China’s Production Game.

Paul midler starts 12 minutes in.


Is the China Bubble Starting to Burst? -> … Burst.html

With the price of oil falling that may well be so as demand is tapering off.

Is The China Bubble Starting To Burst? -> … -to-burst/


Hugh Hendry Shorts China, Betting on 1920s Japan-Like Crash -> … crash.html


Chinese inflation might be out of control -> … /index.htm