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Jens Nordvig - Live Q&A: Lifting the Lid on China's Economy

Opto Sessions – Invest in the Next Big Idea

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China Plus One Strategy - What's the Trend?

In early 2020 to mid 2022, China had attracted hundreds of billions of foreign direct investment being Q3 and Q4. Those inflows disappeared almost. I mean, to see it on a chart, which actually I think you included on a recent Twitter thread is quite stark. So that's sort of the scenario we're looking at as the central case. And none of these scenarios are bullish. It's just a matter of, OK, they're going to be very depressed or quite depressed.

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