Recent content by shortchina

Talk of one large US bond fund in trouble, apparently heavily engaged in EM, Pan Asia and Eastern Europe, first they bail on the bonds and then the ccy. this is also fueling fears over US banks who lend big to Templeton (one US investment bank was cited in this regard )

I do not think property bubble collapse is the first impulse of china financial collapse, but the most powerful thing is the way of credit creation. M2 grows 5 times over past 10 years, behind this was the imbalance of global trade and unsustainable investment to GDP rate. If US and EU have...

Most people do not believe that SNB rumor, but I dare not short EUR/CHF. If I am wrong, there is no chance to S/L such position.