Introduction

• How badly has China's stock market performed except for one remarkable decade
• What are the economic and governance factors that contributed to the underperformance
• Why it's too soon to write off China despite the structural headwinds
• What are the factors that contribute to economic growth and a robust stock market, and which emerging market countries display those factors
• What are some ETFs to invest in countries with favorable economic tailwinds

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Show Notes

State-Owned Enterprises Going Public: The Case of China by Xiaozu Wang, et al.—SSRN

A Model of China's State Capitalism by Xi Li, et al.—SSRN

Has China given up on state-owned enterprise reform? by Nicholas Borst—The Interpreter

China Regulator’s New Slogan Fuels Buying Spree in State Firms by Bloomberg News—Bloomberg

Investors sour on Beijing’s bid to boost state-owned enterprises by Sun Yu—The Financial Times

China’s 40-Year Boom Is Over. What Comes Next? by Lingling Wei and Stella Yifan Xie—The Wall Street Journal

What just happened: Storm clouds loom for China’s economy by Sebastian Mallaby, et al.—The Washington Post

Imminent end of ‘demographic dividend’: Share of India’s working age population set to fall by 2036 by Tca Sharad Raghavan—The Print

What’s Holding Back India’s Economic Ambitions? by Shan Li and Vibhuti Agarwal—The Wall Street Journal

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