Likes/Dislikes – September 24th, 2021
David Hay / September 24, 2021Below are Evergreen Gavekal’s Likes/Dislikes for September 24th, 2021.
Read MoreBelow are Evergreen Gavekal’s Likes/Dislikes for September 24th, 2021.
Read MoreChina’s official debt-to-GDP ratio has surged by 45 percentage points since 2016, leaving it with one of the highest debt ratios for any developing country in the history of mankind. The Chinese property sector is particularly notorious for its addiction to debt and Evergrande, the most-indebted property developer in the world, has on-balance-sheet liabilities that amount to nearly 2% of China’s annual GDP.
Read MoreThis week, we are presenting an expanded viewpoint on the global supply chain from someone who intensively studies supply-chain dynamics, Charles de Trenck.
Read MoreBelow are Evergreen Gavekal’s Likes/Dislikes for September 17th, 2021.
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