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Wednesday, December 16, 2009

Morgan Stanley's Shanghai Surprise


For all the bears touting the China equity bubble, property bubble, and touting the next China debacle, take a look at Morgan Stanley's latest even-handed piece on China.

It's a really good read.

Upside surprises to shipping, steel, banks and airlines.

What would throw a wrench into the Chinese juggernaut?

Inflation.

And for those who want to check out Madonna 23 years later? Look at her last night.



Key Surprises for 2010 - China                                                                                                                                                       

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