Interesante artículo en Politico.com sobre China.

Creciente preocupación por el aparente abultadísimo crecimiento chino. Particularmente, ahora un short-seller apuesta por que China se la va a pegar, y no solo lo dice si no que pone su dinero.
¿Será sostenible su crecimiento, tendrá razón este especulador? Ver artículo sobre las alertas acerca de la brutal burbuja crediticia china, en LD:

there’s a growing group of market professionals who see a different picture altogether. These self-styled China bears take the less popular view: that the much-vaunted Chinese economic miracle is nothing but a paper dragon. In fact, they argue that the Chinese have dangerously overheated their economy, building malls, luxury stores and infrastructure for which there is almost no demand, and that the entire system is teetering toward collapse.

Posibles efectos muy perjudiciales para EEUU, dado que China posee montones de deuda pública americana:

A Chinese collapse, of course, would have profound effects on the United States, limiting China’s ability to buy U.S. debt and provoking unknown political changes inside the Chinese regime.

Unimos a todo esto el hecho de la manipulación de las estadísticas. Ver artículo ¿Manipula China sus datos de crecimiento económico? en LD:

Chang argues that inconsistencies in Chinese official statistics — like the surging numbers for car sales but flat statistics for gasoline consumption — indicate that the Chinese are simply cooking their books. He speculates that Chinese state-run companies are buying fleets of cars and simply storing them in giant parking lots in order to generate apparent growth.

Los defectos del sistema chino se nos vuelven familiares: la imposibilidad del cálculo económico racional:

the Chinese already consume more cement than the rest of the world combined, at 1.4 billion tons per year. But they have dramatically ramped up their ability to produce even more in recent years, leading to an estimated spare capacity of about 340 million tons … This, Chanos and others argue, is happening in sector after sector in the Chinese economy. And that means the Chinese are in danger of producing huge quantities of goods and products that they will be unable to sell.

A ver si nos comenta algo el bloguero experto en China más cercano.