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 [转帖]China on ‘Bigger, Faster Treadmill’: Chanos |
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ferncrest
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作者：ferncrest 在 谈股论金 发贴, 来自【海归网】 http://www.haiguinet.com
China on ‘Bigger, Faster Treadmill’: Chanos
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By Bloomberg News - Oct 27, 2011 10:01 PM ET
Oct. 28 (Bloomberg) -- Jim Chanos, founder of hedge fund Kynikos Associates Ltd., talks about the outlook for China's economy and real estate market. Chanos also discusses Europe's debt crisis. He speaks from Singapore with Susan Li on Bloomberg Television's "First Up." (Source: Bloomberg)
China is on “a bigger and faster treadmill” than ever as a slowdown in the property market has already started, said Jim Chanos, president and founder of $6 billion hedge fund Kynikos Associates Ltd.
“The Chinese are beginning to realize that property prices can go down as well as up and this is going to be a very, very troubling development for the Chinese property market,” said Chanos in an interview from Singapore with Susan Li on Bloomberg Television today.
China’s home prices gained in fewer than half of the 70 cities monitored by the government in September for a second month as sales eased after government curbs this year to keep housing affordable and prevent an asset bubble.
Chanos, who was one of the first investors to foresee the 2001 collapse of Enron Corp., has said in the past that China is on a “treadmill to hell” because of a reliance on property development for economic growth.
Real estate transactions in September, October, in the tier-one, two and three cities the firm tracks are down 40 percent to 60 percent year on year, said Chanos, who had predicted the market may crash as early as 2010.
“The property slowdown or worse has started,” he said. “The question is how is it resolved.”
Chanos said he’s still shorting Agricultural Bank of China Ltd. (601288) despite its third-quarter profit rising 40 percent from last year.
Chanos is on a trip to Asia, including Hong Kong and Singapore. He said trips to visit Shanghai and Beijing are “probably some ways away” because he has analysts going to China all the time.
--Bonnie Cao. Editors: Andreea Papuc, Tomoko Yamazaki
作者：ferncrest 在 谈股论金 发贴, 来自【海归网】 http://www.haiguinet.com
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 [转帖]China on ‘Bigger, Faster Treadmill’: Chanos -- ferncrest - (2039 Byte) 2011-10-28 周五, 11:28 (1446 reads)
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