SNS: The China Short

SNS Subscriber Edition
Volume 18, Issue 36
Week of September 21, 2015
 
In This Issue

Feature: The China Short

• The China Situation
• Shorting the Companies
• Shorting the Countries
• Summary

Quotes of the Week

Takeout Window

• China’s Military: The Commercial Side
• The Pledge China Wants Tech Companies to Sign

Upgrades

• Avoiding Cybergeddon: The US / China Cyber Agreement
• INVNT/IP’s Success

Ethermail

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Having been among the first (if not the first) to suggest that the Chinese national economy is crashing, it seemed appropriate that we take a closer follow-on look at which companies and countries are most at risk should our observations and predictions be correct.

SNS members will recall that we recently suggested an inverse relation between company futures and those that had agreed to “Kiss the (Emperor’s) Ring” by attending the pro-China meeting called by Xi Jinping (and accompanied by cybersecurity senior exec Lu Wei) in Seattle this week. Our bet is that those willing to “kowtow” to a regime that punishes them almost daily – in return for the hope of more money in the future – are a self-selecting group most exposed to risk as the Chinese economy declines.

Whether discussing companies or countries that we may want to sell, I’m calling this “The China Short.”