Jim Chanos was recently on Bloomberg discussing his China short as well as some of the Chinese accounting frauds in the U.S. that have recently unravelled. He goes on to discuss the European debt crisis and China's real estate market. Earlier today at the Ira Sohn Investment Research conference he said he was short solar stocks (First Solar: FSLR) as the Chinese solar companies are running the industry out of business and FSLR has old technology (but I digress - more on this and other conference speakers later).
Here is the video:
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