China the Mother of All Grey Swans / Japan Past the Point of No Return - October 2010 - By Vitaliy Katsenelson

via scribd.com

Is China on the verge of imploding? Is the excess and idle capacity going to drag the entire country under, and with it the rest of the world?

Many very interesting points raised in this presentation from Vitaliy N. Katsenelson of Investment Management Associates.