China Bubble

http://www.bloomberg.com/news/2010-09-26/chinese-property-bust-is-morphing-into-a-slow-leak-commentary-by-andy-xie.html

There is a very interesting article recently on the street, summarizing 7 ways to short China’s real estate bubble:

1. Shorting commodity companies that directly benefit from Chinese demand
2. Shorting Commodity ETFs
3. Shorting Country ETFs
4. Shorting Chinese ETFs
5. Buying Short ETFs
6. Shorting Chinese Real Estate-Related Companies That Trade in the US
7. Shorting Other Chinese companies with the highest open short interest

http://www.thestreet.com/story/11060147/1/7-ways-to-short-chinas-real-estate-bubble.html

http://www.chinahourly.com/bizchina/2955/

Though slowly.  For the first time in 16 months, property prices dropped month on month in big cities of China.

http://www.smh.com.au/business/world-business/china-property-prices-drop-for-first-time-in-16-months-20100712-107hp.html

http://news.xinhuanet.com/english2010/video/2010-07/15/c_13400309.htm

http://in.reuters.com/article/idINIndia-48926020100531

This is what Goldman Sachs estimated a few months back.

http://english.people.com.cn/90001/90778/90860/6899613.html

http://www.optionszone.com/market-commentary/sector-reviews/2010/02/investing-in-china-why-youd-be-crazy-to-short-china.html

China – The Mother of All Black Swans – By Vitaliy Katsenelson

http://commentaryandanalysis.mining.com/2010/05/07/will-chinas-bubble-implode-and-bring-the-us-down-with-it/