Fidante’s latest report in its ‘Long View’ series investigates the current slowdown of the Chinese economy
This report investigates the current slowdown of the Chinese economy in light of the existing long-term imbalances in the country. In our estimation, economic growth in China is currently probably 1.5% or more below official numbers and we believe that the widely held belief, that a Chinese slowdown can be contained due to the lack of international integration, is ill-informed.
We also try to project the future competitive relationship between China and the West and conclude that the West may face a Cold War with China. We provide guidance for investors on how to position themselves for these long-term trends.
To read the full report click here.
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