
#7 A Scotsman and an Englishman
Behind the Balance Sheet
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China Is Going to Be a Big Thing This Year
I was just doing, i was just doing the 20 ner, what's goingto happen in 20 22, and i was doing the slides for china. But it seems to me that chinais going to be a big thing this year because the whoe,. well, there's all sorts of issues, aen'tit? What interests me is tho fall out from evergrand. So you've got ever grand, it's obviously bust in some sort of sense. And what's to follow out from that? The government can kind of bail them out. But if you're a rich chinese person, one of your man roots to saving an ment has been to buy an empty
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