News Links: Hendry’s ‘China short’ fund makes big returns as China Stocks Drop to 2-Year Low

The first few links are on the housing bust in China. While things have gone pear-shaped there (and in India), it is not yet clear this means a hard landing (5% GDP growth or less, down from over 10%). The ability of the Chinese to socialise losses is significantly greater than it is in the West. However, this bust is and was predictable.

The only question is what China can do to stop it from creating a downward spiral. As the second post is titled it’s a question of credit writedowns first, but in this synchronised global growth slow down, then what?

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Here are a few links forecasting potential outcomes from earlier at Credit Writedowns.

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