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China – The Mother of All Gray Swans / Japan – Past The Point of No Return

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Overcapacity + late-stage growth obsessive 1998 - 2008, economy grew at 10% a year. China's customers are overleveraged and are deleveraging.

China - The Mother of All Gray Swans / Japan - Past The Point of No Return

I updated my presentation on China and Japan. – Enjoy

Overcapacity + late-stage growth obsessive 1998 – 2008, economy grew at 10% (real growth) a year. Future growth will be significantly lower – China’s customers are overleveraged and are deleveraging.

China Japan Presentation – By Vitaliy Katsenelson – ContrarianEdge

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