Comment / Opportunities: A bull touches down in China

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Greetings from Shanghai – passing through my second home here for a week between Singapore and Malaysia. Undoubtedly, there remains a lot of press on China these days and that’s increasingly negative, while recent economic data has not been good, either.

As some of you might remember, I spent most of April 2023 here on my first visit after the pandemic, already highlighting some changes – many of which, frankly, I find both interesting and positive.

To ...