Graham Osborn Posted March 22, 2016 Share Posted March 22, 2016 I'm just looking to see if anyone can throw out some secular bets they are making on China. Over the long term I am bullish on China. Even if the GDP figures are grossly overstated, China looks much more like the US in which Warren got started, albeit not necessarily at the same point in the credit cycle. Equities: 1B+ ADRs still seem pricey. Rampant securities fraud. Gov't has its own agenda for propping up valuations through reduced margin requirements to support equity offerings. Any stocks people like? Bonds: Concerns overlapping with equities. Currency: How compelling is the yuan/ dollar over the long term, bullish or bearish? Commodities: China's oil consumption has roughly doubled over the past 10 years and continues to grow. The car-driving population is similar to the US and we use about double the oil here. OPEC's actual reserves are probably overstated. Is oil still a compelling secular bet? What about other commodities? Do people have favorites here? Link to comment Share on other sites More sharing options...
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