China – The Mother of All Grey Swans

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I had the pleasure of presenting my thesis on China and Japan at the Casey Research Summit in San Diego in early October.  Here is a link to my updated presentation on China and Japan (Japan starts on slide 40).

Vitaliy N. Katsenelson, CFA, is Chief Investment Officer at Investment Management Associates in Denver, Colo. He is the author of Active Value Investing (Wiley) and The Little Book of Sideways Markets (Wiley). His books were translated into eight languages. Forbes Magazine called him "The new Benjamin Graham".

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