There is an excellent presentation by high profile short seller James Chanos on betting against China: http://www.youtube.com/watch?v=99HNFCn5RP8 http://www.you

There is an excellent presentation by high profile short seller James Chanos on betting against China: http://www.youtube.com/watch?v=99HNFCn5RP8 http://www.youtube.com/watch?v=99HNFCn5RP8 (from a year ago). About an hour long, but well worth it. Edit: I meant to say, the focus of his talk is mainly details of the property bubble. Great information.