Corospondent - October 2021
Big business is drawing fire in China
What are the implications for investors?
In this issue
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“In the midst of chaos, there is also opportunity.” – Sun Tzu
“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy
Unpacking the recent regulatory interventions
It’s not just about Tencent, games and China
But bond yields continue to make up for underlying risks
It’s a no-brainer
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