Anatomy of a Chinese Bubble: A Checklist For Spotting Bubble Tops [View article]
This won't be another dot-com bubble. If my interpretation is right, China's economy is still in the right side of the Phillips curve. The inflation in China too low. There is no sign of over-heating economy at all. If there is any bubble to be burst, this must be "face bubble", or "policy bubble".
Anatomy of a Chinese Bubble: A Checklist For Spotting Bubble Tops [View article]