“Our investment thesis with respect to China remains unchanged. Ultimately there is a lot of innovation to occur in China.” Softbank is to heading for exit in China. Has anyone written anything interesting about the idea of an “investment thesis”?
ft.com/content/8b98db… https://t.co/lLu8lD1Otl
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow
May 18, 2023
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow the money,…