Domestic disturbance: China’s boom is more investment than consumption

An increasing group of savvy investors betting against China’s growth should give pause.

By Cullen Thompson

Courtesy of Bienville Capital

Recently, a number of industry veterans have expressed concerns about the Chinese economy, including noted macro investor George Soros, financial market historians Edward Chancellor and James Grant, as well as a few highly successful and independently-minded hedge fund managers, such as Jim Chanos of Kynikos Associates and Mark Hart of Corriente Advisors....

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