Weekend Reading /
China

Political logic dictates China’s crackdown on private enterprise will continue

  • China’s crackdown on private enterprise has continued, engulfing online education providers and Tencent’s WeChat

  • The political logic of authoritarianism drives this; it is not an aberration explained by specific circumstances

  • Investors should now expect a universal China discount and carefully assess politics in both China and Vietnam

Political logic dictates China’s crackdown on private enterprise will continue
Paul Domjan
Paul Domjan

Senior Contributing Analyst

Tellimer Research
31 July 2021
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