China - The Mother of All Black Swans (updated)

I presented my thesis on China and Japan at my alma mater University of Colorado at Denver at International Executive Roundtable yesterday.  Here is updated version of my China presentation.  China - The Mother of All Black Swans by Vitaliy Katsenelson - April 2010

Vitaliy N. Katsenelson, CFA, is a portfolio manager/director of research at Investment Management Associates in Denver, Colo.  He is the author of “Active Value Investing: Making Money in Range-Bound Markets” (Wiley 2007).  To receive Vitaliy’s future articles my email, click here.