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Strategies & Market Trends : Value Investing
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To: Arthur Radley who wrote (35165)8/19/2009 10:18:45 AM
From: Spekulatius1 Recommendation  Read Replies (2) of 78748
 
Texasdue,
you may be right regarding hospitals and HRC, it's just a valuation question for me at this point.
As regards to China, i share your concerns. A lot of money has been pumped in the Chinese economy via government induced lending and it's finding it's way in the speculative (?) real estate market and equities. I think this could crash and burn very badly and likely would take at least the Asian equity markets down with it and to some extend Europe and the US.
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