Thread by @MohammedNalla

Thread 1/8 With #China so topical, I often say people dont see the wood for the trees...or more appropriately, they fail to read the 'tea leaves'. I have written about China quite a bit on my blog and in this thread, I will highlight the articles as well as more recent content

Thread 2/8 This piece from last year highlighted not only #China's role in the world but also some interesting learnings from an investor trip I took there a few years back.

moe-knows.com/2020/11/19/chi…

Thread 3/8 It highlighted some of the key cultural nuances necessary when considering #China as an investment destination. The #Chinese approach to regulation was a key theme.

Thread 4/8 In May I wrote about #China's standing in the intellectual property stakes, patents and the dynamic around #semiconductors . Here's a link to the piece:

moe-knows.com/2021/05/19/chi…

Thread 5/8 In June, I look at the #demographic challenges in #China and provided perspective on the policy changes to attempt to stabilise and improve #Chinese demographic trends :

moe-knows.com/2021/06/02/dem…

Thread 6/8 Recently, I wrote about #Chinese developments regarding the recent #markets fallout amid interventions which I view as part of the policy playbook:

moe-knows.com/2021/07/28/a-b…

Thread 7/8 This week, I also chatted to @SimonPB and @Moneyweb about how we shouldn't be viewing #China through a 'Western' lens. We should apply a nuanced insight and manage risks accordingly...:
moneyweb.co.za/moneyweb-podca…

Thread 8/8 These articles are just some of my views. I consult independently to Asset managers, boards and corporates. I also write a weekly newsletter looking not only at #China but all things #markets #money and #macro . Subscribe for free here:
moe-knows.com/subscribe

Some people have told me that the link didn't work. Thanks for letting me know. You can subscribe via the home page or any pop up on the site....
here you go:
moe-knows.com