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Archive for 5. August 2009
A Insider’s Sober View of China
5. August 2009 by Dan Walkow, CFA, CMT.
In recent posts I have been interested in some of bubble like activities showing up in China and giving some thought to the ramifications of another China meltdown. Here is an insider’s view of what is going on:
Chinese stock and property markets have bubbled up again. It was fueled by bank lending and inflation fear. I think that Chinese stocks and properties are 50-100% overvalued…. Read more here.
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