- Bargain hunters might be tempted to look abroad and scoop up seemingly-cheap shares of private China-based businesses. The appropriate tone is concern, however, as a status-quo leader clings to power.
- Traders know full well that another Xi term means a continuation of highly business-restrictive and sometimes unpredictable policies. It also means geopolitical uncertainty as Xi may still have his sights set on Taiwan; plus, he may now feel emboldened to tighten his grip on China’s already-struggling tech firms. READ MORE
Similar Posts:
- The Future of Yuan (Express Tribune)
- Beijing’s Regulatory Crackdown Is Unlikely to End Any Time Soon (CIGI)
- Fidelity China Special Sits Trust: Four China Investment Themes (FE Trustnet)
- How China’s Middle Classes Move Their Money Abroad (SCMP)
- Investors Are Overestimating the Extent of China’s Slowdown (FT Adviser)
- What Goes Up: China’s Employment Crisis (J Capital Research)
- Investors Could Short Hong Kong to Hedge Long Shanghai Positions (BOCOM International)
- Xi’s Removal of Hu Points to ‘Common Prosperity,’ not Taiwan Invasion (Asia Nikkei)
- Chinese Stocks: Cheap Long-term Play or Value Trap? (FE Trustnet)
- China Conglomerates Aim for Reset in Tighter Credit Environment (Reuters)
- Developments in the Reform of China’s State-Owned Enterprises (Mobius Blog)
- It’s Time for Investors to Reevaluate Their China Exposures (Investments & Wealth Monitor)
- Private Equity Firms in Southeast Asia Are Cashing Out Faster (WSJ)
- Artemis’ Edelsten: Emerging Markets are Expensive With the Exception of China (What Investment)
- Investing in China: A Question of Stock Picking Rather Than Index Picking (Robeco)