Deep Dive – China: A Gargantuan Butterfly

Published on: May 28th, 2024

What happens in China matters. A lot. Whether or not you conclude that China is investible, we need to keep abreast of developments there: centralised economic planning, state intervention, trade policy, mercantilism, recycling of savings, not to mention the geopolitics of foreign meddling, belt and road, the South China Sea confrontation or their judgment of the utility of Putin. More than enough for a tornado or two.


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