"For any EM investor that’s been underweight on China it’s been quite a painful trade.”
@KangHexin & @TomHale_ on lure of China’s state capitalism for western investors
ft.com/content/d9ac22…
And, yes, do check out the newsletters #8/9 on this:
adamtooze.substack.com https://t.co/8nrEljII4F
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,…