In the section "Xi is breaking with Deng-era reforms" in the last paragraph, did you mean to write committed or Omitted, because the rest of the paragraph seems to point towards the 5-year strategy not having a growth target anymore.
Hey Michael. Really enjoyed this. Curious if you think companies that have already been penalized — highlighting they are likely not well regarded by the current party leadership — are too risky to invest in? Would you ever touch something like BABA or Tencent?
Hi. This was great.
In the section "Xi is breaking with Deng-era reforms" in the last paragraph, did you mean to write committed or Omitted, because the rest of the paragraph seems to point towards the 5-year strategy not having a growth target anymore.
Hey Michael. Really enjoyed this. Curious if you think companies that have already been penalized — highlighting they are likely not well regarded by the current party leadership — are too risky to invest in? Would you ever touch something like BABA or Tencent?