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ursamajor5813
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A Contrarian Investor
  • What goes up, must come down. 0 comments
    Feb 17, 2011 3:05 PM | about stocks: FXI, FXP, PGJ
    Bullish sentiment about China seems to be nearing an all time high.  With the exception of a few famous bears like Jim Chanos, expectations for China are enormous.

    While I will be expanding my views in a post in the near future, please consider the incredible run China has had for well over a decade, with only a couple of slower growth years.  China needs a strong pullback to have genuine growth going forward.

    The largest mall in China is empty, the country is full of empty developments - particularly in the interior, and Western consumer demand growth is tepid.

    To be clear:  I am long term bullish about China - however, it is time for a retrenchment.
    Themes: China, Emerging Markets, Short Stocks: FXI, FXP, PGJ
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