Jim Chanos on Charlie Rose on China

Jim Chanos laid out his China bubble thesis on Charlie Rose last night. Click to watch. (You have to go the Rose site until the folks there deign to let it be embedded in its entirety.)



  1. […] Of these, the European ones and Canada will take quite heavy indirect hits from their troubled neighbours. So well, the place to head for, if one wants to live in a developed country and reduce the impact of the coming crisis would be Singapore, or possibly Sydney. I think Singapore is in a stronger position than Australia and New Zealand, although all these three countries will be heavily affected by a potential bursting of what seems to be a real estate bubble in China. […]