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Politics : The Obama - Clinton Disaster -- Ignore unavailable to you. Want to Upgrade?


To: tonto who wrote (25043)1/20/2010 5:08:19 PM
From: DuckTapeSunroof  Respond to of 103300
 
"Worries that China will curb bank lending...."

Yep!

(I've been lightening up - particularly with respect to the RE exposure there - for several months now in China. That includes the big banks there, as far as I'm concerned. Noticed the trend lines diverging from other EMs as long ago as early last Fall.)

Still... I could easily be wrong....