03/23/2023

Polar Capital

Why China is often misunderstood by the West

Too much of a fundamental misunderstanding of how China really works leads to poor decisions by investors, believes Jerry Wu, Portfolio Manager on the Polar Capital Emerging Markets & Asia team.
Jerry explores how the history of China, the emergence of its political autocracy, innovative bureaucracy and subsequent embrace of capitalism have shaped the country. He also updates his outlook on China’s year of ‘reopen, recover, reset’ and why he believes this makes China an attractive destination for capital.
 
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