China's Ghost Cities and Malls

Re:China's Ghost Cities and Malls by markkat on Wednesday March 30, 2011 @01:42PM (#2388282)

I don't believe it is possible. I've considered alternate ways of leveraging this. Right now the Australian dollar is supposedly propped up high by selling commodities to China: http://www.ibtimes.com/articles/128654/20110330/australian-d... That seems one way for a non-Chinese investor to put chips on that number.

Geez investing is so cynical. :/

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Re:China's Ghost Cities and Malls by klenwell on Wednesday March 30, 2011 @03:01PM (#2388670)

Anybody know what Michael Burry's up to these days?

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Re:China's Ghost Cities and Malls by jacques_chester on Wednesday March 30, 2011 @08:17PM (#2389850)

You could also short our two big mining companies, BHP Billiton and Rio Tinto.

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Re:China's Ghost Cities and Malls by bioh42_2 on Thursday March 31, 2011 @01:48PM (#2392693)

But most of China's raw materials importing is driven by their huge expert market, how would a collapse of domestic spending affect that? Isn't it everyone else that's buying Chinese goods that's driving the demand for resources?

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Re:China's Ghost Cities and Malls by jacques_chester on Thursday March 31, 2011 @06:26PM (#2394002)

China already has a large and fast-growing domestic market.

Insofar as they want to build apartment blocks and manufacture cars for Chinese consumers, the Chinese need steel. For that they need iron ore, and for iron ore Australia and Brazil are the main sources.

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