Discussion about this post

User's avatar
Mir's avatar

I was getting sceptical on my decision to accumulate at dips in “Edelweiss Greater China Equity Off-shore Fund” and analysing the charts of “Schroder ISF Greater China”

Your article brings reinforcement to my belief that China economy will do better and will get good returns.

Expand full comment
Badhrish Athreya's avatar

Very concise write up. Thank you. Though I have one niggling doubt. You seem to be convinced that there is no structural change in the economy. As we keep reading Xi seems to be averse to the disproportionate inequality in society. So similar to the EdTech changes , how can we be sure there will be no fundamental structural changes to redistribute the wealth?

Expand full comment
13 more comments...

No posts