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LONDEN (Reuters) Hugh Hendry, een van de meest uitgesproken managers van hedgefondsen, heeft gewaarschuwd dat de economische crisis moncler jassen heren op weg is naar Azië, waarbij de grootste economie van de regio, moncler sale China, worstelt onder een monclersale barstende vastgoedbubbel 2018 moncler moncler nederland en een dalende vraag naar zijn export.

CEO van Eclectica Asset Management, Hugh Hendry, spreekt met de media op de kantoren van Thomson Reuters in Londen 24 maart 2009. REUTERS / Kieran Doherty

Hendry, die Eclectica Asset Management, die ongeveer $ moncler jas heren 700 miljoen aan moncler jassen outlet activa heeft, runt, zei in zijn eerste investorbrief van grote lengte sinds moncler outlet sale de winter van 2010 dat hij pessimistisch was over de Chinese groei dan ooit.

maakt ons bearish op de meeste Aziatische aandelen, bearish op de prijzen van industriële grondstoffen, geïnteresseerd in een aantal Amerikaanse moncler jas heren sale aandelen, een verkoper van aandelen met een hoge moncler jas dames sale variantie en zeer bezorgd dat Japan het brandpunt van de volgende wereldwijde poot moncler jassen dames sale omlaag moncler jassen dames zou kunnen worden, zei de manager in moncler dames april brief verkregen door Reuters.

Hij haalt de Japanse Hitachi-groep als duur aan bij het kopen van 5 jaar CDS op Toshiba.

Schot Hendry, die bekend staat om zijn tegendraadse, bearish weddenschappen op markten, heeft in het verleden geprofiteerd van zijn standpunt moncler nederland over China.

Vorig jaar groeide zijn Credit Fund met 46 procent na het kopen van kredietbescherming op Japanse aandelen die waren blootgesteld aan de grootste economie van Azië.

Hendry zei in de brief dat sommige Japanse bedrijven zombies zijn die eerder eerder dan later ten prooi zullen vallen aan een overmatige moncler jas outlet blootstelling aan Chinese export, hoge moncler outlet leverage en ondoorzichtige en opgeblazen balansen.

Het is moeilijk om aan de indruk te ontsnappen dat Japanse blue chip-bedrijven op moncler uitverkoop de rand van uitsterven staan, schreef hij.

In het hart van Hendry is bezorgdheid over China zijn overtuiging dat Beijing een enorme vastgoedbubbel heeft voorgezeten, moncler heren terwijl de overheidsschulden te groot zijn geworden.

Het lijkt ons lang geleden dat deze economische crisis zou beginnen in de VS en zijn weg naar Europa zou vinden. Dat is moncler jassen heren sale gebeurd. We denken echter ook dat het in Azië zal eindigen, zei hij in de brief.

Hendry sloeg de krantenkoppen in 2009 na het plaatsen van video’s op YouTube nadat moncler jas dames hij moncler jas sale naar China reisde om lege kantoorgebouwen te filmen om zijn argumentatie moncler jassen over een vastgoedzeepbel te ondersteunen. In de brief belooft hij ook meer YouTube-video’s.

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