The downside of dependence on China
Australia slid through the global financial crisis collecting far fewer scars than other western countries. One could argue that this had something to do with excellent planning and positioning at a...
View ArticleProfiting from the China bubble
As members of The Intelligent Investor will know, I’m becoming increasingly concerned about the prospect of a credit and asset price bubble in China. More specifically, I’m concerned about the flow on...
View ArticleChanos on China
One of my investing heroes, Seth Klarman, has been quoted as saying that he invests bottom up and worries top down. While we’re finding our fair share of bottom up investment ideas, there’s also plenty...
View ArticleWould Chanos short Austar?
Short-seller and bit part actor (a three second cameo in Wall Street 2) Jim Chanos is well noted for his bearish views on Chinese real estate. It’s a view gaining popularity (including with analysts at...
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