Friday, January 15, 2010

Jim Rogers and James Chanos on the Chinese Real Estate Bubble

Here is an excellent interview with super investor Jim Rogers and his take on the commodity bubbles and especially real estate conditions in China.

I am a huge fan of Rogers and his advice is nearly always on target.

That said, I am also a fan of short seller James Chanos who is publicly disagreeing with Rogers on bubble conditions in China.

Rogers lives in Shanghai and is a long-term bull on China. Chanos admits he lacks detailed eyewitness testimony on events on the ground but I can't argue with his analysis either. His track record on his shorts is beyond impressive.

The debate here is fascinating. As an investor I am loving this disagreement because it really is inspiring some great original investment analysis from two men I deeply respect and admire.

I can't fault the analysis in either article. And I want to know the truth.

So I've decided to go to China and see for myself what is REALLY going on here. I'll be reporting from China in the weeks ahead.

Robert J. Abalos, Esq.