China Alert – 100% – It’s about risk and reward, stupid

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.

Please note that full versions of our China Alerts are for clients only, if you would like more information about a subscription please contact us:

Tel: (+86 21) 6075 – 8163 Email: [email protected]

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