On-the-ground observations from China

I was browsing Advisor Perspectives and I ran across a very insightful, long, article by Christian Thwaithes of Sentinel Asset Management. The author presents some observations of what he sees on the ground in China. I highly recommend it for anyone interested in China.

What I find most useful about this article is that the author ties in basic observations into how business differs in China. Anecdotal stories can always be misleading but there are a lot of insightful tidbits in there. The author is clearly a China bull—reminds me of Jim Rogers or those fund managers you read in history books who were gushing over Japan in the 80's—but he does address some of the issues brought up by China bears.

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