Comment by deaux

I've been convinced for years now of 90% of what Dan Wang wrote here about China, though I don't even have 20% of his talent in writing it up in a coherent way. Nor do I have enough on-the-ground experience in the country, nor the surname, to make me credible.

During all this time I've tried to think of a way to invest in this belief in a monetary way, but I've failed to come up with anything. Chinese stocks? Foreigners' holdings will likely be worthless when the slightest crisis happens. Then what is left? Without going and living there, I'm not sure. Has anyone thought about this?