Policy and politics are issues that have great impact on the risk/return outlook across markets and geographies, but I think it’s fair to say that for a market like China, policy and politics matter probably more than any other factor (given the mix of socialism, autocracy and capitalism which characterize modern China). And as China A-shares are looking increasingly cheap, it’s worth examining the key policy and political trends in China. Read More…
Q3 hedge fund letters, conference, scoops etc
Article by Top Down Charts
