China Bubble Debate

Author Vitaliy Katsenelsen explains his argument for a China Bubble

By Wall Street Media on MSN Money Mar 5, 2010 7:11PM
Written by Douglas Estadt

Vitaliy is convinced China is in the midst of a bubble and his only question is when it becomes a Black Swan (a la Taleb).
 
We beg to differ and see bumps in the road ahead for China and Co., but we believe the only bubbles astute investors/traders will see are in the champagne they buy with trading profits from select China, Hong Kong and Vietnam stocks.
 
Vitaliy cites 20% commercial office vacancy rates while yet more office space continues to be built at breakneck pace.
 
We've made 300% verified profits in China/Hong Kong/Vietnam stocks in the past year and have made more than 10% profits on a couple new buys (CAST, HK:0175) in just the past 10 days and see continued gains for the future.  
 
To understand Vitaliy's approach to investing, see his book "Active Value Investing - making money in range bound markets"
 
To view our friendly debate, watch the video below


To have some of your risk capital autotraded for you on Covestor Investment Management, see my model here.

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