possibility of take over.scenario?, page-4

Interesting point about the Chinese taking over companies;
I've been having discussions with people in the business and the one thing the Chinese have a lot of are US treasuries.
The one thing they need to do is really shift the money into a better asset class as bond yields are coming down and there is real threat of a US dollar collapse.
Even buying the "off cuts" of Aussie companies are more attractive ala OZL, if it happens...
But with this recovery, valuations are changing again, and the cheap deals are drying up rapidly. It will be interesting to see if the Chinese will ramp up their buying activities.