At the sake of doing too much crossover with my economics blog, I thought I’d give those that are interested a link to a piece that Jeremy Grantham’s company, GMO, released last year on China. It makes interesting reading as it challenges the widely held perception of the Chinese economic miracle. It’s written by a well know financial historian, Edward Chancellor. If you are interested in this kind of stuff, you can subscribe free to GMO directly for JG’s newsletter and occasional research pieces like this.
Link to “China’s Red Flags”
Link to GMO website