Jack sharke's List: Investing in China

• In the near term, a weaker U.S. dollar and a slower than expected global economic recovery will weigh on China's exports, which account for about a third of GDP.
• There are also concerns of a real estate and stock market bubble in China, thanks to a surge in new bank loans of more than $1 trillion during the first six months of 2009, 2.3 times the amount of loans issued during the corresponding period in 2008.
• rising oil prices could also weigh on China's near-term growth.
• One near-term risk to the China financials sector is the recent surge in loan growth, which could result in a rising tide of bad loans.

2 more annotations...