China investing has become strikingly bipolar, with the strategies of many fund managers set by the answer to one overriding question: “Is the Communist party strong enough to resolve the economy’s chronic debt addiction?”
對中國的投資已趨於明顯兩極化,許多基金經理根據他們對一個關鍵問題的回答制定策略:「共產黨是否強大到能夠解決中國經濟的長期債務上癮?」
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