Xi-conomics – “A Bold And Sustainable State-Owned Enterprise Reform”

All these worries are valid concerns and have been depressing the valuation of the Chinese equities market in recent years. The good news is, all these risks are widely “known” and the leaders are acutely aware that China must tackle these issues and transform its economic model.

Looking at the latest developments in China, we believe there are good reasons to expect that things are changing and moving towards the right direction. Xi Jinping is a new, different and strong leader, and is in the midst of launching his set of unprecedented “Xi-conomic” reform. This will be the boldest reform in decades, and will be the most important theme in China in the years ahead.

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