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