China still has potential because it’s the largest emerging economy. Its risks are all political (Latin America).
Three Levels of Risk:
-Geopolitical Risk
-National Politics Risk at the Highest Level
-Policy Level – Confusing and Unpredictable.
CCP ambition is growth w/ equity.
Source date (UTC): 2022-04-02 14:28:44 UTC
Original post: https://twitter.com/i/web/status/1510262963864838144
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