January 20, 2010
Is China the Next Enron? (Part II)
Thomas Friedman, New York Times
Last week, I wrote a column suggesting that while some overheated Chinese markets, like real estate, may offer shorting opportunities, I’d be wary of the argument that China’s economy today is just one big short-inviting bubble, à la Dubai. Your honor, I’d like to now revise and amend my remarks.