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As for China, there's been quite a lot of capital outflow and yet, some surrounding countries have managed to do well (Indonesia, Singapore), but I think it'll be interesting to see if that really continues. As for a more general look at China, this from Marc Faber is an interesting look at one indicator: http://www.zerohedge.com/news/marc-faber-iron-ore-lady-has-sung
Faber: China is not collapsing, but it is definitely slower than statistics indicate. However, Chinese equities have dropped to the point where they likely reflect at least a good portion of the slowdown.
Comments
I've lessened Asia exposure moderately, but do continue to have a few core holdings, such as Jardine Matheson. If one wanted to consider Australia part of the region, I also own Graincorp (http://www.fool.com.au/2012/08/investing/graincorp-basically-bread-and-beer/)
As for China, there's been quite a lot of capital outflow and yet, some surrounding countries have managed to do well (Indonesia, Singapore), but I think it'll be interesting to see if that really continues. As for a more general look at China, this from Marc Faber is an interesting look at one indicator:
http://www.zerohedge.com/news/marc-faber-iron-ore-lady-has-sung
Faber: China is not collapsing, but it is definitely slower than statistics indicate. However, Chinese equities have dropped to the point where they likely reflect at least a good portion of the slowdown.
Chart of FXI China ETF vs SP500 vs EAFE ETF
http://finance.yahoo.com/echarts?s=FXI+Interactive#symbol=fxi;range=5y;compare=^gspc;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=undefined;
Additionally, dealing with the original post article in greater detail: http://www.zerohedge.com/news/china-has-become-one-big-stuffed-channel
A few other notes:
Look at the chart of Li and Fung, the giant Asian supply chain operator who supplies US chains like Wal-Mart and Target: http://finance.yahoo.com/q/bc?s=0494.HK&t=3m&l=on&z=l&q=l&c=
http://www.sfgate.com/business/bloomberg/article/Li-Fung-Plunges-After-Operating-Profit-Drop-3777638.php
Hong Kong fear index 41% above VIX on Slowdown:
http://www.bloomberg.com/apps/news?pid=20602011&sid=arj4GKl2KkoE