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12min chapter
China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever
Forward Guidance
Shorting Chinese Banks and the Real Estate Bubble
The speakers discuss their bearish stance on the stock market and their short position on Chinese banks, emphasizing that offshore investors will eventually lose their equity. They also discuss the Chinese government's approach to handling the potential fallout from the bursting of the real estate bubble and the challenges faced by banks in executing the central plan. The chapter explores the reluctance of banks to participate in the government's plans and suggests investing in the Chinese tech sector as an alternative.
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highlights
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