Is it possible that China could come out of this depression, the big (relatively speaking) winner? Yes, they will suffer,but with cheap labour and lots of (albeit) U.S dollars, they may be in better shape than most....Any ideas on investment ideas to benefit from China's strength(?)...I'm thinking currency plays and such,as opposed to real estate or stock plays,which i think have more weakness ahead.Thanks
If you're really serious about China, I'd be reading this guy:
http://blogs.cfr.org/setser
FWIW, I think China's been overstating it's Economic Miracle for years (just as they have every other great leap forward) and now that the worm's turned they're grossly understating their situation. In short, it's much worse than we're being led to believe. But read Setser - he tells it better than I ever could.
ebear