Preparing For A China Economic Shock

A really terrific summary of China and what may come next, Great numbers and lots of them!

Peace and Freedom

Feb. 22, 2017 2:02 PM ET
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Includes: CHN, CN, CNY, CXSE, CYB, FCA, FXCH, FXI, FXP, GCH, GXC, JFC, MCHI, PGJ, TDF, XPP, YANG, YAO, YINN, YXI

Michael Roat
Michael Roat
Long/short equity, contrarian, value, macro

Summary

China is facing a multitude of economic and financial stability issues.

The yuan will once again be under speculative pressure.

Avoid the commodity sector for the near term as China is a major demand center for commodities.

A China financial shock will lead to risk aversion in global markets.

A restructuring of China’s corporate sector and economy is necessary and inevitable. China will emerge stronger after this reset and economic rebalancing.

The narrative in the market currently is a stable Chinese (NYSEARCA:FXI) economy and financial system. In reality…

View original post 1,238 more words

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About karlspain

20 year Newspaperman. Lifelong Inventor. Wrote 2 books so far, working on more. The Revelation, 1st book, about your brain & the universe, and math. Hooked together! God I trust, America I love, 2nd book, is the biography of Aris Mardirossian, a great man. Also owned a software company, an IT integration company, a gas station and a fuzzy logic software title along the way.
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