2017-05-03

Bass Sees Clock Ticking on Chinese Credit Crisis


Bloomberg: Kyle Bass Sees China's Wealth Management Products as Key Risk

iFeng coverage: 曾带头做空人民币的人称:中国理财产品是重要风险

If China has a 12-18 month credit crisis that kicks off in the next six months, it would line up with the U.S. dollar analog. Right now it looks like October 1999. Analogs aren't perfect, but if the dollar bottoms in May, 哎呀。

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