Jan Vergote

China, poised to reclaim its title of a superior civilization, faces scrutiny from fund managers over structural imbalances, demographic challenges, geopolitical risks, and the leadership style of President Xi Jinping. Let’s delve into these concerns.

In the last month, we have seen a sharp recovery in the stock market that most analysts (including myself) found surprising. Let us briefly go over the reasons for this boom. We see a number of them.