The global economy rests largely on the US, Europe, and China. Both Europe and China are in the middle of serious economic difficulties, which are not fully appreciated by most outside analysts. In general, most of the attention has been directed toward the European debt and banking crises. But given how much of global demand for commodities has originated in China recently, it does not pay to ignore the 200 tonne dragon in the room.
Reformed Broker: We Interrupt this European Crisis to Bring You the Chinese Recession
Atlantic: 5 Reasons Why China May Already Be in a Recession
EconBrowser: China and the Global Slowdown
Good Bad and Ugly of Emerging Markets: Who Tyler Durden thinks you can trust
Brian Wang is still bullish on China
If you are an investor, it does not pay to get too complacent.