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[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Capital Allocators – Inside the Institutional Investment Industry
The Importance of Common Knowledge in China
I am struck by the number of people who claim to be China experts because I don't know what that means. The common assumption that worries me most about China is that they must have a subprime like crisis at some point. We can sign up with a WeChat account and talk to bankers onshore in the mainland, but it's just one part of the puzzle. And you have a man running the show for as long as he cares to, President Xi, who takes a long term view. He's trying to figure out how to rebalance the Chinese economy. It's a toughy. If we were him, we'd probably take a lot of time to figure it out
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