Michael Pettis talks about how China's course may evolve over the next few years.
- China's consumption (or rather, use) of hard commodities is still a large chunk of global demand.
- Oddly enough, the bubble has been deflating for a while now
- Chinese equity markets have been on the wane for some years now
- Commodity prices of, such as copper, iron have been falling for a while now
- My belief is that any company or economy that is reliant on Chinese consumption may have hard times coming up
- Any company that does not have pricing power in a globally dealt commodity may face hard times
And Tepper talks about how the bond bubble will begin to end, and more money will flow into equities.
Meanwhile, Indians believe that the bull market has not even started yet.
And Howard Marks says that we are now moving towards the zone of imprudence in the markets.
- China's consumption (or rather, use) of hard commodities is still a large chunk of global demand.
- Oddly enough, the bubble has been deflating for a while now
- Chinese equity markets have been on the wane for some years now
- Commodity prices of, such as copper, iron have been falling for a while now
- My belief is that any company or economy that is reliant on Chinese consumption may have hard times coming up
- Any company that does not have pricing power in a globally dealt commodity may face hard times
And Tepper talks about how the bond bubble will begin to end, and more money will flow into equities.
Meanwhile, Indians believe that the bull market has not even started yet.
And Howard Marks says that we are now moving towards the zone of imprudence in the markets.
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