I'm starting to see a lot more chatter and articles about the coming collapse in China. I've been rather vocal about China in these pages, and I've not been on the bullish side. I may have to reconsider my timing.
China could be setting us up for an upside surprise. For a downside surprise like I've been expecting, though, there shouldn't be such an awareness of it. Lately that is changing.
In the past few weeks, the number on bearish articles on China has increased precipitously. It feels as though it's merely reflecting the decline in the shanghai index that has just occurred.
For the time being, I'd like to pause on my bearishness on China. We may not have seen the top yet.
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