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Chart Of The Week: Politics, Policy, And The Chinese Bear Market

November 21, 2018

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...

 

   

        

    

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