10 DISTURBING NUMBERS FROM CHINA (WHILE ALL EYES REMAIN ON EUROPE)
Brett Jensen
Seeking Alpha, October 26, 2011
After selling off significantly over the summer, the market has had one of its best months in decades during October. The commodity stocks that helped lead the selloff on concerns about Chinese demand growth have recovered but are still off substantially from their pre-selloff highs.
One of myriad reasons for the overall market rally has been the better than expected manufacturing and other economic reports coming from the Middle Kingdom. However, while all eyes are on Europe there are disturbing signs still coming out of China that point to a huge property/lending bubble that could be the next headwind to rock the equity markets worldwide.
10 disturbing numbers from China:
1. 6.1% - The reported inflation rate as of September.
2. 9-11% - The probable real rate of inflation in the country.
(…) [artículo aquí]
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