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Downside is rather limited now since A shares historically carry a 50%+ premium over H shares. IOM H shares are already rather cheap and have bottomed. Your shorting of H shares with FXP is dangerous to the health of your portfolio.
Mar 19 17:44 pm
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All Comments by Mr. Zhao »Why It's Not Too Late to Short China [View article]
China's inflation is the result of excess liquidity from a variety of complex factors but I do see the problem easing a bit going forward. I have great confidence in China's growth.