A few days ago we posted a summary of hedge funds' bearish China thesis. Today we wanted to post up an addendum to that research from Patrick Wolff, entitled "Question Authority."
This was written while he was at Clarium Capital in 2010 and covers the topic from a slightly different perspective. Wolff now manages Grandmaster Capital. Last year we highlighted Wolff's interview where he labeled China a debt-fueled investment bubble.
Embedded below is his China research:
And on an amusing note, we've also below included his parody on China via an imaginary press conference by President Obama. Enjoy:
And for further research on the ever-important country, head to a summary of hedge funds' China bear thesis.
Friday, June 29, 2012
Addendum to Hedge Fund China Bear Thesis
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