Investing in China: Year of the Bear?
Many Happy Returns
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The Optimistic View on China
If western markets were shut to them completely, it would be fairly catastrophic from their point of view. But i think there's this kind of mutually assured destruction if we do cut off ties. While russia has been a huge lesson in the risks of e m, you know, it had a very high dividend for many of its stocks. If you look at buying te companies right now globally, lt's imagine that you couldn't see which country the company was domiciled in. The ones which would really stand out are the ones in china, because the valuations are super low, the growth expectations are very high and i think justified. Ind you compare that with us, where
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