Tuesday, February 9, 2010

China Wont Crash But It is Time to Trim Exposure says Investor

"They fire-hosed it into the economy," Katsenelson says. "So you have a lot of excess capacity now in commercial real estate and residential real estate."

China's economy was built for much faster global growth, so the money manager sees falling demand for both commodities and U.S. Treasuries shrinking as China's economy adjusts to a post-crisis world

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