In this short video, we asked Gillem five questions about his report, CHINA LONG & SHORT: The Tyranny of Numbers: 1. Why read this report? 2. Are China’s policy makers enlightened? 3. When is the bubble going to end? 4. What should investors do? 5. Are there any global implications? You can read a short summary of each of the report below and then follow the links to download either the full version or slide deck. CHINA LONG & SHORT: The Tyranny of Numbers Gillem Tulloch If you think the credit numbers out of China over the past five years…
Read more ›
Follow Us