The China deals seem to be an issue.
IMHO None of these deals would be happening without a complex web of both official and importantly non official government engagement and subsequent support. This is the Chinese way. It's clear that many investors/potential investors have their concerns regarding these contracts and dealings in general with China. What are the major issues you guys see from this perspective? How significant is the China factor for investors in TRITON? What should/shouldn't we be concerned about?
There's a lot of criticism directed toward the nascent power and global influence of a reemergent dragon. I personally think that the majority of fear, uncertainty and doubt raised in the west aims to stir/feed historical insecurities and peevailing xenophobic undercurrents . Mostly from individuals and institutions simply seeking to protect their incumbent patch, be that political or economic etc. There seems to be trust issue... How much of an issue do you guys think this is playing on the minds of the market.
Found this a excellent broad and balanced read on China's state of economy. Which links with the perhaps more cultural issues touched on above ..
https://www.foreignaffairs.com/articles/143336/hu-angang/embracing-chinas-new-normal
Appreciate thoughts all
The China deals seem to be an issue. IMHO None of these deals...
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