An influential research report was released by Pivot Capital Management in August of 2009, entitled “China’s Investment Boom: the Great Leap into the Unknown.” 232 The monograph presents a detailed analysis of the nature and dynamics of China’s economic growth and concludes that continued GDP growth is largely the product of unprecedented and unsustainable capital investment.
[…] we believe the coming slowdown in China has the potential to be a similar
watershed event for world markets as the reversal of the U.S. subprime and
housing boom. The ramifications will be far-reaching across most asset classes,
and will present major opportunities to exploit.
Charlie Munger: Invert And Use “Disconfirming Evidence”
Charlie Munger is considered to be one of the best investors and thinkers alive today. His thoughts and statements on investment research, investment psychology, and general rational behavior are often incredibly insightful. Anyone can learn something from this billionaire investor and philosopher. Q2 2020 hedge fund letters, conferences and more If you’re looking for value Read More
Hedge Funds Perspectives China