Hugh Hendry’s back!
Another paper I was reading on the plane. Here Mr. Hendry touches on the massive problems in China with its own debt cycle, the fixed exchange rate system and how its affecting the world today and how his fund is positioned to profit from it.
Fantastic read..
The Chinese buy in cash? Nonsense…
Want a house deposit? Ask a shipbuilder…
Source: Scribd
Michael
PDF link please!
Pon
Can’t get a pdf link to the paper, you have to login in to his fund’s website to get a hold of it. Sorry.