Jim Chanos did an interview on Charlie Rose April 8. Youtube has a highlight clip:
You can view the entire 30 min discussion here.
Gary Shilling was discussing similar themes on Bloomberg April 13:
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Jim Chanos did an interview on Charlie Rose April 8. Youtube has a highlight clip:
You can view the entire 30 min discussion here.
Gary Shilling was discussing similar themes on Bloomberg April 13:
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Actually ECRI sees a slowdown in China/India/ from mid year.
All we need is a tiny fraction of bad news from that region to start making money on the sell side. By that time it's better if the SEC reinstates the uptick rule again to save the bulls …..
Yes Chanos is a spcializes in shorting but I think he knows his stuff and it's a question of when not if the air is let out of the Chinese excess. Trees can't grow to the sky.