The China Narrative That Really Matters
Friday, January 8, 2016 10:53
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by Ben Hunt
Salient Partners
I’m a China bull, let’s get that out of the way first. But like anything connected with the global industrial and commodity complex today, from Emerging Markets to MLPs to oil prices, it doesn’t matter what the Truth with a capital T might be regarding the real world economic or business fundamentals. The story is broken. The stocks are broken.
I’ve written a lot here in Epsilon Theory about what’s happening in China and what it means for the China growth story to break.
Most directly on the topic, read “When the Story Breaks“. It’s a quick read and introduces an Epsilon Theory perspective for how to think about China.
Continue Reading at SalientPartners.com…
Source: http://financialsurvivalnetwork.com/2016/01/the-china-narrative-that-really-matters/?utm_source=rss&utm_medium=rss&utm_campaign=the-china-narrative-that-really-matters
