Investing in China: Year of the Bear?
Many Happy Returns
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The Policy Shift Will Not Go Away for China Stocks
The exact turning point is when we have these growth stock start to sell off. And since then, it's almost been a steady decline in that x s oe index. If you look at a broader index like m s c i china, that's actually been flat over the same period. So i think that the policy shift is not something that's going to go away. While presidentshe's around,. companies which start to threaten the state in any way whatever, will be punished and they're going to get their feathers clipped. Whether that means getting rid of the co whether it means splitting the company up because it's getting too large and too systemically important. However, i don
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