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
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