Austrian Theory & Value Investing

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China Bubble?

There have been many talks about a bubble in China lately.

I think Jim Rogers is right; he basically said something like: “people who couldn’t even spell ‘bubble’ are all the sudden experts on the subject”.

Now don’t get me wrong. I’m extremely bullish in China going forward - say the next century if politicians in the West cannot get their act together.

But that doesn’t mean we won’t see setbacks in the short-run.
Any thoughts on all this? Is the structure of production in China distorted and un-backed by legitimate savings?

Mike