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What is the investment idea with China? A non-transparent, expansionist, national-communist state with demographic, debt and growth problems in a time of incipient deglobalization and reindustrialization of the West. You need very good arguments for China. I don't see them for the next few years. What could they be? And do they even outweigh the counterarguments?
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@Epi This is also how Jan Beckers sees it: https://financefwd.com/de/ein-fuenftel-der-jugend-arbeitslos-und-sinkendes-wachstum-wie-geht-es-mit-china-weiter/ (I find it smiling that a proven growth/tech investor is now betting on dividends and buybacks. Either he has no concept or the situation is very bad 🙃)
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