Mr. Tinker Goes to Beijing and Likes Everything

M. Tinker, head of Axa IM Framlington Equities Asia (pretentious name alert) is sanguine on the Chinese debt bubble, pointing to ‘hard assets’ with cash flow as the underpinnings to it–as opposed to western sovereign debt which is backed by nuclear missiles.

Moreover, Tinker just like everything about China. Don’t bother to convince him otherwise.