Short-seller Jim Chanos is not always right but since I am a contrarian-wanna-be, I like listening to him. This segment covers a bunch of issues and involves a mini-debate between a China bear, Jim Chanos, and a China bull, Mohamed El-Erian of bond specialist, PIMCO. For what it's worth, Chanos has been bearish on China for years and been wrong.
Chanos' bear thesis hasn't changed and you can brows through some of the my older posts to get his thoughts, including this post where he suggests some short possibilities.
(Direct link with transcript. h/t CanadianValue at GuruFocus) Tags: China, Jim Chanos