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?
Will China become socialist again?
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?