China’s economy is deteriorating quickly, but Xi Jinping is doubling down on hard-edged policies. At the same time, Chinese stocks are holding up.
Why are equities disconnected from fundamentals
- Xi seems to think after his summits with Presidents Trump and Putin that he can do whatever he wants—but he is almost certainly mistaken
- Learn why China, the biggest beneficiary of the post-Cold War period, could now be the biggest loser in a world of constant turbulence
China’s economy is deteriorating quickly, but Xi Jinping is doubling down on hard-edged policies. At the same time, Chinese stocks are holding up.
Why are equities disconnected from fundamentals
- Xi seems to think after his summits with Presidents Trump and Putin that he can do whatever he wants—but he is almost certainly mistaken
- Learn why China, the biggest beneficiary of the post-Cold War period, could now be the biggest loser in a world of constant turbulence

