Corospondent - October 2021
Big business is drawing fire in China

What are the implications for investors?

“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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