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JUL 13, 2013 - Forbes

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The Credit Crisis May Not Be China's Biggest Problem

The best investment ideas rarely come from the latest news item or brokerage research report. They're often found on the fringes of finance or outside the field altogether. Right now, everyone is focused on China's poor economic data and the potential for a hard landing in future. This is fair enough given the possible fallout. But despite what some think, China's credit crisis will end at some point. And perhaps it will be sooner than most believe if the new leaders are serious about tightening policy rather than reflating the credit bubble. Asia Confidential is going to explore an issue ... Read More

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