Ruffdog

Bullish on China After My Recent Visit

Great article!
Been there, once with a "commoner and once with an entrepreneur The commoner had a wife and child and could barely keep up with expenses. The entrepreneuwas buying real estate and a factory all with money lent to him by the government at 2%. With inflation running at a 6% to 9% rate that bubble has to bust!
Also, China is feeding 25% (and rising) of the world’s people with 7% of the world’s agricultural land. That too will soon become a problem.