Emerging Markets

Felix Zulauf 2012 Views

October 31, 2012

Felix Zulauf was interviewed by Barrons last week. Every fall Barrons invites a lot of the Roundtable members to share their views for the remainder of the year. As I’ve mentioned previously, Zulauf, Marc Faber and Fred Hickey are worth paying attention to. It appears as though Zulauf has softened his stance in the last [...]

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Chanos’ Thoughts on Chinese Accounting

September 20, 2012

Jim Chanos continues to be bearish on China.  In a recent interview with CNBC, Chanos said that 20% of his macro fund is still short the H shares in Hong Kong.   Chanos called the H share market a “roach motel.” Chanos said that he would not trust the accounting of any Chinese companies. Chanos [...]

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Hugh Hendry and Jim Rogers in a War of Words Over China

July 24, 2012

Longtime China bull Jim Rogers had some harsh words for China bear Hugh Hendry over the weekend. “Hugh has been dead wrong about China for three years now and China has not collapsed as he predicted, loudly, verbally and widely,” said Rogers. Hugh Hendry has written scathing reports over the Chinese growth plan which he [...]

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Jim Chanos More Bearish on China Than Ever

July 1, 2012

Legendary hedge fund manager Jim Chanos is more bearish on China these days. The most outspoken Sino-Skeptic is Wall Street short-seller Jim Chanos, who over the past several years has placed negative bets on the stocks of major Chinese banks, real-estate developers, and mining concerns, like Australia’s Rio Tinto (ticker: RIO) and Brazil’s  Vale (VALE), [...]

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What is the Contrarian View Right Now?

April 23, 2012

  Every investor inspires to be  a “contrarian” yet most fall victim to groupthink. The paid to play crowd are often more interested in saving their career than with absolute performance. Subsequently, money managers often have near identical portfolios. One of the great contrarian indicators is the Barrons Big Money poll. This survey gives you [...]

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