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并转美国金融界传奇人物Jim Chanos 今天中午对CNBC的一段谈话。
Jim Chanos 几乎是 Warren Buffet 的相反镜面形象。 两人都专注于基本面分析，Warren Buffet's 以发现超低价值，买进并持有致富。Jim Chanos 则以发现金融泡沫，坚持做空而发财。他的知名战列之一是发现并卖空安然 （Enron Corporation）。
Jim Chanos: 中国是一个待破的泡沫 China is a Bubble Waiting to Burst
China: Powering the Global Economy, or the Next Bubble to Burst?
In a recent report, Chanos' firm has been very pessimistic about China, and his firm has even gone as far as to speculate that China could be "Dubai times 1000, or worse."
Chanos points out a stark irony that investors who decry government involvement in US companies are bullish on the Chinese markets, despite the fact that the country's government can "fine tune" the economy to their liking. He is also skeptical of the country's GDP numbers, calling them "massively inflated by under-depreciating a very, very, very shaky capital asset base."
He points out that "bubbles are best identified by credit excesses, not valuations... there is no bigger credit excess right now than China." But how do you play this?
Chanos says that although you can't short China, the short plays are in the first derivative industries: companies which support the raw and imported materials for growth (such as copper, cement and iron ore producers). He also suggests looking into short possibilities in the Hong Kong exchange.
Chanos himself is actively shorting this area, and is "looking for plays on the China investment pool, which we think will burst at some point... Demand in China is over-inflated, that is clear."
http://www.cnbc.com/id/34433626/
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