Recent newsflow from China suggest that the country’s real estate market is poised for a sharp slowdown and the heavily controlled financial sector is sitting on huge piles of NPAs which are as yet undeclared.While I don’t think a crash will happen in China , I feel more certain that the stellar growth in China […]

As I was writing in my previous postsĀ  Market Refuses to Fall Despite Increasing Greek and Chinese Problems , it was strange that the equity markets were’nt taking notice of the huge problems with the Greek debt and the associated domino effects. With the S&P downgrade of Greece to junk status and the Greek market […]