Never bet against The Chanos
That may sound like an odd commandment, but it's a good one. I speak of Jim Chanos, the well known short seller. Speaking highly of a member of such a profession may raise the hackles of some individuals, as well as governments, but I have been following his public pronouncements for quite a while and he may be early, but very rarely wrong. Post the great recession of 2008-2009 he was one of the first to warn about the construction & credit bubbles percolating in China; and while ridiculed for it his warnings have played out.
I even have a google alert on "Jim Chanos" (along with quite a few others) so as to catch everything he talks about. Recently I got a hit on a great 90+ minute podcast he did with FT Alphaville.
Podcast: Jim Chanos on the art of short-selling
I suggest you listen to all of it.