I tend to agree with this analyst in that I think China is in a lot more trouble than the consensus believe.  If they were able to avoid a collapse after their immense building spree of the last decade, it would be an exceptional accomplishment, and would go against quite a bit of economic history.  This is a big reason why I’m not as big on industrial companies or mining companies that are heavily reliant on Chinese growth.  A pronounced slowdown in China is hugely significant for the global economy, so it is important protect your portfolio through individual security selection.

http://www.bloomberg.com/news/2012-03-14/chinese-economy-already-in-hard-landing-jpmorgan-says.html

INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.