Consultants

Do the risks still outweigh the opportunities in China?

Arthur Kroeber, Gavekal Dragonomics

China, once a beacon for investors, is facing unprecedented challenges, leaving institutional portfolio managers worldwide questioning its investability. ‘A valid concern, but the question whether or not China is still investable is too complex for a simple yes or no.’

That’s according to Arthur Kroeber, founder of Gavekal Dragonomics, an independent research firm specializing in the economics, politics, and social issues of China. 

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