Can China Control Side-Effects of Stimulus-Led Growth?
Reggie Middleton submits:
I have another paper available for download outlining my China short thesis available for subscribers here:
China Macro Discussion 2-4-10 2010-02-04 13:10:26 922.25 Kb.
In addition to the issue-specific ETFs (Chinese ETFs with Exposure to Real Estate, Banks, Insurance and Export Industrials) that I have already proferred, I will be offering my viewpoints on specific companies across various geographic regions as well.