Of course China has a real estate bubble, so let’s skip the foreplay and get to the heart of the matter: What will it mean for investors?
$FXI
Hot Links: China, Yellow Pages & the Death of Spider-Man
Stuff I’m Reading this Morning…
Three Ring Currency Circus: China, Japan and the US
Welcome to the Three Ring Currency Circus: Central bankers as ringleader, metals and energy prices as the strong man, China as barely-tamed lion, Japanese stuffed in the clown car and the US taxpayer as the guy who cleans up after the elephants.
Hot Links: Tabula Rasa
Some of my fave links from over the weekend.
Gillespie: China Will Pull a Japan So Stop Worrying
Nick Gillespie on the whole “China Owns Us” thing…
