Friday, February 12, 2010

China: Hugh Hendry warns investors' infatution is misguided

Interesting.

I'm still in the Schiff/Rogers camp myself, on China, which basically states that when China stops lending the US money and Americans are therefore unable to buy Chinese production any more, that the Chinese will start consuming their own production for a change.

However it's interesting to see another point of view from Mr Hendry.

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