Replies to post #107371 on Mohacsy's Safe Portfolio Member Forum

[Elroy Jetson]

The Triumph of the BRIC

Nutters are increasing investing their life-savings in 'Sacks of BRIC' for capital preservation. Others have diversified with Chinese real estate.



The valuation of Chinese real estate is admirable in the fact that it has very limited correlation with global asset prices, but are instead strongly tied to the level of Chinese government stimulus spending which is always expected to rise over the long term in a Marxist-Leninist economy.