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January 20, 2010

Is China the Next Enron? (Part II)

Thomas Friedman, New York Times

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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.

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TAGGED: China

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