Real China Economy

Here, Hendry discusses the comments made by Soros regarding the Yuan.
http://www.cnbc.com/id/15840232?video=1297057096&play=1

George Baxter trade, video interview exports, Hugh Hendry, trade, Yuan

Here,  Hugh Hendry chief investment officer and Partner at Eclectica Fund walks about in Guanzhou China and observes the empty buildings as evidence of easy lending and excess capacity.
 
http://www.youtube.com/watch?v=ektMQGbW3wk

George Baxter Capacity, video interview Hugh Hendry