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China – The Mother of All Grey Swans

by Vitaliy Katsenelson
Vitaliy Katsenelson
ChinaFeature-box - China
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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…

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).

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I am the CEO at IMA, which is anything but your average investment firm. In a brief moment of senility, Forbes magazine called me "the new Benjamin Graham”.

I’ve written two books on investing, which were published by John Wiley & Sons and have been translated into eight languages. (I’m working on a third - you can read a chapter from it, titled “The 6 Commandments of Value Investing” here).

And if you prefer listening, audio versions of my articles are published weekly at investor.fm.