Do You Realize What You Don’t Even Know About China?
Over two weeks ago, I wrote a post suggesting going long US Municipal Bonds and China , as a “knife catching” trade . Those trades haven’t fared too poorly since. That said, I recently listened to a fund manager who is (arguably) the most bearish manager out there (on China). I won’t pretend that I’m suddenly an expert, just because I sat through a very detailed, and well-researched presentation on the country. That said, all prospective . . .
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