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The drawn-out reform of sprawling state-owned enterprises is accelerating. SOE reform will be at the forefront of President Xi’s second term in office, with important implications for China’s equity markets and the economy.
12 minute read
Investors should take themselves out of the equation and be unemotionally invested.
5 minute read
With high-stakes geopolitical risks back to the fore, what does this mean for equity markets and portfolio decision-making?
4 minute read