Sure. But this might also be baked in. In 2008, you had a major failure (within days) of Lehaman Brothers and some major financial institutions, all were a com

Sure. But this might also be baked in. In 2008, you had a major failure (within days) of Lehaman Brothers and some major financial institutions, all were a complete surprise. A recession in china (controlled recession) might actually be a good thing overall.