www.caixinglobal.com/2025-12-06/f...
www.caixinglobal.com/2025-12-06/f...
Good piece by Morgan Stanley's Chetan Ahya on China's problem of "involution", and why proposed measures to address it ultimately won't make a difference. As I wrote in my most recent newsletter to clients, the measures being proposed (such as...
www.ft.com/content/6646...
Good piece by Morgan Stanley's Chetan Ahya on China's problem of "involution", and why proposed measures to address it ultimately won't make a difference. As I wrote in my most recent newsletter to clients, the measures being proposed (such as...
www.ft.com/content/6646...