Tim Travis'  Instablog

Tim Travis
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Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and... More
My company:
T&T Capital Management
My blog:
T&T Capital Management Blog
  • Chinese Already In Hard Landing- Bloomberg 0 comments
    Mar 14, 2012 9:36 PM

    I tend to agree with this analyst in that I think China is in a lot more trouble than the consensus believe. If they were able to avoid a collapse after their immense building spree of the last decade, it would be an exceptional accomplishment, and would go against quite a bit of economic history. This is a big reason why I'm not as big on industrial companies or mining companies that are heavily reliant on Chinese growth. A pronounced slowdown in China is hugely significant for the global economy, so it is important protect your portfolio through individual security selection.


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