tag:blogger.com,1999:blog-816559531110064247.post2695554221960970992..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: How serious is the China/Japan dispute?Cam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-816559531110064247.post-20225891915917605072012-09-21T03:38:24.839-07:002012-09-21T03:38:24.839-07:00The Chinese govt. is deliberately escalating the d...The Chinese govt. is deliberately escalating the dispute with Japan to distract attention from a leadership transition that is not going well (as evidenced by the Bo Xilai saga and the disappearance and reappearance of Xi Jinping). <br /><br />I think the dispute will end once (if?) the transition is over.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-32601830726717177602012-09-20T08:34:19.069-07:002012-09-20T08:34:19.069-07:00Somehow I have a gut feeling (no data to support) ...Somehow I have a gut feeling (no data to support) that if the situation gets even worse:<br /><br />1. Rich Chinese (include military and government officials) move money out of China.<br /><br />2. Rich (overseas) Japanese move money into Japan to fund conflict with China.<br /><br />Long EWJ, short FXI?<br /><br />Any thoughts?WimpyInvestorhttps://www.blogger.com/profile/18148362644880449393noreply@blogger.com