With China’s real estate crisis dominating the news cycle during the past few weeks we asked our
go-to China expert, Louis Vincent-Gave, for permission to share an article he first published on 22nd
August.
Louis is co-founder and CEO of Gavekal, a research company we have worked with for almost 20
years. This article runs longer than normal, but it is an important topic and his considered analysis
helps inform our own views on the Chinese economy and markets.
With special thanks to Gavekal’s Jamie Robinson and Louis himself for allowing us to republish his
work.
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The above points to just one of the many complex variables that should be considered when creating and managing portfolios over the coming decade and beyond.
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