Saturday, December 10, 2011 1 comments ++[ CLICK TO COMMENT ]++

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).


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

March 22, 2013 at 4:39 PM

A really great interview. Theirs a lack of transparency when it comes to the chinese economy. This country is not open like western europe or the united states. One problem with chinese companies is their poor accounting. Theirs been a slu of chinese companies delisted from nasdaq because of accounting irregularities.

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