Policy and politics are issues that have great impact on the risk/return outlook across markets and geographies, but I think it's fair to say that for a market like China, policy and politics matter probably more than any other factor (given the mix of socialism, autocracy and capitalism which characterize modern China). And as China A-shares are looking increasingly cheap, it's worth examining the key policy and political trends in China. Read More...
![China bear market vs economic policy](https://static.wixstatic.com/media/542496_835b5440e8f04c08862949c7303b6eae~mv2.png/v1/fill/w_49,h_38,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/542496_835b5440e8f04c08862949c7303b6eae~mv2.png)
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