Did you read the Kynikos article on China that I posted before it was TIRFED. You may be able to challenge my credentials but you obvioulsy have no I idea if you think you can challenge his! Interesting he basically says what I'm saying. That China's property market is chroncially overvalued etc (he has actually done an indepth study on the issue). As a consequence he is shorting China in a big way.
Are you challenging his credentials too or have you subscribed to Wayne Swan's commodity boom part 2?
OZL Price at posting:
$13.45 Sentiment: Sell Disclosure: Not Held