Jim Chanos on China and the bear case for Agriculture Bank of China

Same old, same old so skip it if you are familiar with the China short thesis... but the following CNBC interview does provide some insight into what happened in China in the past. In particular, Jim Chanos talks about one of his short positions, Agriculture Bank of China, and how its balance sheet is not quite what it seems.

Thanks to ValueWalk for bringing this video to my attention (there are an additional two on that site).


Comments

Popular Posts

Thoughts on the stock market - March 2020

Warren Buffett's Evolution and his Three Investment Styles

Charlie Munger: Stock market as a pari-mutuel betting system