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There's an interesting article up on the GMO site analysing the China Bubble. It can be downloaded from here. (Free registration required.) And it's summarised here. The article states that there are ten signs of a bubble, and these can be recognised in China: Compelling growth story -...

JP Morgan once said that he made his fortune by selling too soon. I like that sentiment. :)

The comment about the Melbourne market being a proxy for China is an interesting one. There's been a bit of debate as to whether that country is in a bubble, but there was a piece on the FT Alphaville blog recently suggesting that it might roll on for a few more years...