I've been collecting some links and posts on China for a while and I thought I'd dump them all at once. The title may sound odd but right now China collapsing seems to be the chatter throughout the blogosphere.
I am very certain they are going to run into some serious problems but I'm not quite convinced it is about to collapse REAL soon. I have been waffling on this for some time as to when to sell of my final holdings China related and start shorting (where I can) My previous post on copper lays out a rather negative position but I really need to see some slowdown in Chinese lending year over year as well as some other concrete data points before I declare the China bubble is popping and go full bore.
Maybe the PIIGS issue in Europe will be the catalyst? Dunno. This is whats hard about investing.
Chanos talk on China
Previous Chanos interview on China
Patrick Chovanec is a treasure trove of all things China with some excellent analysis and further links to follow. Just read it all
The obligitory video of an empty mall in China
Read this report. It's mind blowing how much of their GDP comes from raw investment. Yes, you can have too much.