Wednesday, June 11, 2014

How Gartman would play a bullish China

The way to play China not blowing up is probably be long Australia and Australian Dollar. 
A highway in China


China gets terribly confusing to me. I don't invest in China, I don't want to own anything in China, I don't think I understand their accounting principles in China. 

On balance the Australian economy, the New Zealand economy sitting right there being the major supplier of goods and services to China and shall be for a long period of time. That's a better trade for me, that's easier for me. I am an old dog, I'll go with the old tricks, don't teach me new tricks.


via CNBC Interview