In a poll conducted earlier this week, we asked readers whether global fixed-income markets are in bubble territory, and if so, which ones are overvalued.
Vikram Mansharamani used five different perspectives on China’s economy to argue that China’s investment-driven boom will be the next great financial bubble to burst, predicting significant drops in industrial commodity prices, commodity producers’ profitability, and even the currencies of the major commodity-producing countries.
The European sovereign debt crisis has been occupying a disproportionate amount of investor mindshare over these past many months. Yet there is another potential debt crisis in Europe that is receiving… READ MORE ›
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