Hugh Hendry - The Acid Capitalist Unfiltered | #451
The Meb Faber Show - Better Investing
Is the Chinese Stock Market Investable?
The Chinese equity market is down in the most recent drawdown has been cut in half. The valuations are at levels that are certainly a lot lower than they were. It becomes investable if they declare they'd have to have a Volcker moment and say, hey look, because some really bad news to tell you. You know that GDP that we just told you was incredible, we made it up, we destroyed wealth getting there. Because these fall we executed them last night.
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