China Increasingly Viewed as a Bubble

Interesting results from this survey, from Bloomberg:
 

Sentiment toward the U.S. investment climate has flipped in just three months. Almost six of 10 respondents are now optimistic about the U.S. while a majority held a pessimistic outlook in an October poll. A nine-month rally in U.S. stocks has pushed up the Standard & Poor’s 500 Index 68 percent through yesterday’s close.

As some empirical evidence to this survey, over the last 3 months SPY  is up 5.42% while FXI is down -3.19%

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