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http://thediplomat.com/2012/05/30/chinas-economy-seizure-or-cancer/ The sharp slowdown in China’s economy has policy makers around the world watching carefully. Will the government have the courage to change course? The unexpectedly sharp slowdown of the Chinese economy has fanned anxieties around the world.

China’s Economy: Seizure or Cancer?

http://www.theatlantic.com/magazine/archive/2009/09/what-would-warren-do/307613/ The Sage of Omaha has redefined the idea of value investing.

Magazine - What Would Warren Do?

, Global Head of Sales and Marketing, is responsible for the client relations function and business development functions with a focus on European based clients. Prior to joining Signet he was a managing partner of Guardian Capital, LLC, an SEC registered investment advisor which he co-founded in 2003.

Signet Group: Funds of Hedge Funds » Client Relations

http://www.signetglobalinvestors.net/clientrelations.php
http://drezner.foreignpolicy.com/posts/2012/05/11/i_thought_china_was_in_a_bubble_before_thinking_that_was_cool

I thought China was in a bubble before thinking that was cool.

Your humble blogger has been banging on about how China's weaknesses are significant and its strengths have been badly overestimated . So you would think I'd be happy to read this Edward Wong front-pager for the New York Times :
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Reading Room | Value Investors | Phoenix Asset Management Partners

http://www.phoenixassetmanagement.com/Reading-room
http://www.gmo.com/America/ GMO is a global investment management firm committed to providing sophisticated clients with superior asset management solutions and services. We offer a broad range of investment products, including equity and fixed income strategies across global developed and emerging markets, as well as absolute return strategies. Our client base includes endowments, pension funds, public funds, foundations and cultural institutions. GMO is a private partnership that employs more than 500 people worldwide. Investment management is our only business. As of December 31, 2012, we managed $106 billion in client assets, $44 billion of which was in asset allocation strategies.

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