Good ideas and conversation. No ads, no tracking. Login or Take a Tour!
It's never a good idea to short a commodity controlled by a central power with absolute authority. Any attempts to make money in China are going to be beholden to China's ability to manipulate the value of the yuan with impunity; it's my opinion that consumer goods are going to be less influenced than durable goods, but then, I have exactly zero training in trading.
The problem is any shift in Chinese attitudes will be passing through the filter of the Chinese state, so any attempts to think of it in a fully Western way is going to be peril-fraught.