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The Hammer Falls on China: Big Picture Strategy Analysis
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Manage episode 329339416 series 3353460
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Introduction: This strategic investment piece is an overview of a collection of ideas which will be broken out into a series of long-form pieces with more data and sources to explore and flesh out the theses presented here. While not yet polished, I hope that these points here will be helpful to you. Why Did China Fail to Evolve? Crude Oil and Market Fundamentalism are Finished Authoritarianism and Chinese Companies Delisting From the US Is China Apple’s Achilles Heel? Macro ESG Trumps Company ESG Emerging Markets Ex-China Long-Term Buy The Era of China’s Digital Mercantilism Ends The CCP is Really a Private Equity Firm Shanghai Comp Resembles the Dow Jones in the 1920’s China’s Ponzi Scheme Hong Kong is China’s Switzerland China’s Social Stability Risk Will a Weak USD Increase Demand for RMB Debt? New Research Format: Macro ESG will be transitioning its research format from the current beta-release approach that has been testing different formats to a tactical trading piece published daily and to strategic investment pieces published every few days. www.macroesg.com @macroesg --- Send in a voice message: https://anchor.fm/macro-esg/message
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