“Trying to predict what seven old men in Zhongnanhai are thinking is a fool’s errand. No one can predict that”
An analyst explains why it’s so hard to read China
“What’s the worst scenario with China? The property sector implodes, consumer spending collapses, political unrest, and it invades Taiwan”
So…pretty bad according to this Hong Kong banker
“If investors aren’t interested in China, they aren’t going to be interested in emerging markets”
One asset manager asks if local concerns about China will dent investor interest across EM
“Our briefing note for COP26 says: ‘Gets dark at 4.
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