Let's say I have the very very strong theory that the Chinese economy is going to collapse (specifically the housing market) in the next two or so years and lead to another global recession. What type of stocks should I look at going long on to take advantage of such an event?
shoes like nike reebok. most poor people around the world have either one pair of shoes or no shoes. the last big growth has brought millions out of poverty. the first thing they buy are shoes. whatch nike during a global recession the demand for shoes will drop.
Go to a financial institute like Santander or BNP Baribas and tell them to create a custom CDS against the chinese housing market, particularly shorting CDOs but you will have to do your research in order to find those CDOs
>264▶>>1044364 >>1044415 >>1044766 >>1044875 >>1044932 >>1044935
I can see it. They are building ghost cities like crazy and not moving enough population from the country to the city to populate them. Seriously watched a documentary where China did that for one city and most of the store owners ran out of business because people were still broke. They're just creating a bunch of Detroits all over their country.
I know, but they have this major plan to move many people from rural areas into cities instead of allowing the people to decide which cities experience growth. What happens whenever you take the dirt shit farmer, or anyone related to them, out of the dirt shit conditions and drop them off into a city? Nothing, you just have a dirt shit city.
>Can predict when a recession in a major country will happen
>Can't figure out how to fucking profit off it
Yeah so how did you figure it out? Read a secret website posted on /pol/ that has all the "warning signs"?
Their stock markets crashed so hard already that they've had to suspend trading and there's a plethora of literature about how poor their lending practices are. It seems inevitable.
I think the US will trigger a global recession first. The fed has held off increasing rates for months on end because they knew it would cause a recession.
They really had no choice as the low rate created bubble should be quite obvious by now. They sold it as "the economy is strong enough now to raise rates". But claiming our economy is currently strong is complete BS. S&P broke through its August low friday. Next week should be interesting