China Alert – 100% – It’s about risk and reward, stupid
- 100%, China ownership, Risk
100% – It’s about risk and reward, stupid
- The “China is too risky” narrative has just been ratcheted up a few notches.
- Risks, yes, but case analysis shows unequivocally that returns can more than compensate.
- When modeling for China, return projections need to be as aggressive as the risk parameters.
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