China’s Economic Decline
by edbacon | November 12, 2011 11:14 am
What are some of the best vehicles to short companies doing business only in China[1]?
Is this a good time to do so?
Ed
Endnotes:
- China: https://www.stockgumshoe.com/tag/china/
Source URL: https://www.stockgumshoe.com/2011/11/microblog-chinas-economic-decline/
I have not researched it too much myself by Jim Chanos has been on this trade for some time now and clearly hinted that the large suppliers of raw materials to China could be a very good bet. Amoung those would be the large mining companies in Australia. My guess is look for either the large iron ore exporters or perhaps the associated shipping companies.
Then again why confine yourself to Australia. The three biggest iron ore produces in the world are Vale, Rio tinto and BHP Bilton.
http://finance.yahoo.com/echarts?s=VALE+Interactive#symbol=vale;range=20050607,20111113;compare=;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=;
http://www.terradaily.com/reports/China_economy_slowing_visibly_Rio_Tinto_chief_999.html
http://finance.yahoo.com/q/bc?s=BHP&t=5y&l=on&z=l&q=l&c=