China

Macro


Presented by: Christopher Balding, Associate Professor of Finance and Economics, HSBC Business School of Peking University Graduate School at The Excellence in Investing: San Francisco conference

Highlights

Mr. Balding provided a relatively scathing assessment of the current macro backdrop in China, calling it “the largest [financial] bubble in history.” He cautioned investors that data (both macro and financial) in China is more widely manipulated than even most skeptics believe, and explained that in some instances data are even false. He suggested playing China indirectly, and reviewed the following points:

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Idea Discussion

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