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Notes to myself, possibly of interest to others.
-- Bill Northlich

Monday, January 25, 2010

Chanos bearish on Chinese Real Estate, not China Itself.

Jim Chanos has been reported recently as being very bearish on China.  Many folks have been discussing this issue, including me.  Those were the headlines, but now several people (eg) have refined the original report:  He's not bearish on China - he's bearish on Chinese real estate.  Big diff...

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