BALANCING CHINESE ASSETS OFFERS A RARE OPPORTUNITY FOR INVESTORS, page-7

I was more referring to the market index obviously there will be winners and losers at an individual stock level. Dalio et al keep referring to statistics and fundamentals however do fundamentalists ever think about things like business and sovereign risk?

Who actually believes the growth figures that the Chinese gov puts out? A lot of it is artificially inflated by mega infra projects which are all fuelled by debt.

One child policy which has created a declining taxpayer base to fund an ageing population. Even if they are modifying this it has changed the culture of the nation in terms of how many or whether people even want to have children.

Manufacturing industries which are becoming more expensive and therefore companies looking at cheaper countries to turn to. China hasn’t yet evolved to be at the forefront of future tech.

And don’t get me started about rich/poor inequality, persecution of some minorities and gov control among other things.

If China was such a great investment then why would so many wealthy Chinese try to export as much of their wealth as they can internationally?