Standard Chartered’s Trip to Inland China

30 Apr

As much as I try to focus on the numbers and relatively high level macro stuff, I also appreciate it whenever I get sent some research that involves analysts actually getting off their desks and checking things out. Maybe it’s just the Peter Lynch mentality I grew up idolizing.

Anyhow, really enjoyable and insightful piece from Emerging Market Credit specialists at Standard Chartered on their recent trip to inland China. Thought I would share it.

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