Join institutional investors, analysts and strategists from the world's largest banks: Subscribe today
Already have an account? log in
Communist Embrace
"Common prosperity." That's what Xi Jinping's ostensibly trying to promote and propagate in China.
He'd tell you it's going swimmingly. That everyday Chinese are reaping bountiful benefits from the diffusion of "Xi Jinping Thought" into every aspect of daily life.
If you live in China, you'll agree with Xi on that point, and on every other point besides. Or else Party officials will come to your home, point you to the backseat of a car and haul you away.
I'm just kidding. Except not. Xi's a l
I’m guessing Western investors will pay more attention when/if the Chinese operations and employees of Western banks, brokers, or asset managers are targeted.
There’s the “markets can remain irrational…” dictum, but few consider the opposite: you yourself can be irrational until facts puts you down for the count. I’m reminded of this every time our investment team makes the case for China. Thankfully it’s only guidance from them and we managers remain fiercely independent. And in my case, privileged to have discovered this site and its content.