The Long View: China is Too Big to Fail (Fidante Partners)
This Fidante Partners’ report investigates the current slowdown of the Chinese economy in light of the existing long-term imbalances in the country. In their estimation, economic growth in China is currently probably 1.5% or more below official numbers and they believe that the widely held belief, that a Chinese slowdown can be contained due to the lack of international integration, is ill-informed.
They also try to project the future competitive relationship between China and the West and conclude that the West may face a Cold War with China. They provide guidance for investors on how to position themselves for these long-term trends. READ MORE
Similar Posts:
- BlackRock’s Swann: Look at the China Slowdown in a Long Term Context (FE Trustnet)
- Can Manufacturing Relocate from China to India? (Wellington Management)
- Analyst: Macau Casinos Possible Chinese Buy Out Targets (GGRAsia)
- U.S.-China Trade War: The New Long March (Guggenheim Investments)
- China Reopening, Oil, and Doing Nothing (Profit Hunting Blog)
- BNP Paribas’ Chi Lo: Patient Investors Should Build Up China Exposure Now (CMN)
- Kyle Bass: China’s Xi Intentionally Crashing Property Market, Preparing For War (Epoch Times)
- Chinese Stocks: Cheap Long-term Play or Value Trap? (FE Trustnet)
- China’s Gung-ho Foray Into Africa Gets a Reality Check (Bloomberg)
- The Strengthening Case for Investing in Asia
- Taking the Lead: How China is Driving the Global Economy and Creating Opportunities (UBS)
- How Big of a Threat is China’s Xiaomi to Apple? (Bloomberg)
- As Ties With China Unravel, US Companies Head to Mexico (NYT)
- China’s Economy Will Not Overtake the US Until 2060, If Ever (Financial Times)
- China’s Year of the Dog Bounds Into View (Allianz Global Investors)
Leave a Reply