🌏 The biggest economic bet of the next decade? China.
Here in the West we often get a one-sided story:
➡️ China just copies → maybe 20 years ago, but today it’s driving innovation (AI, EVs, robotics).
➡️ China is a zombie economy → yet it’s already the #1 trading partner for 120+ countries, with growing control of global supply chains.
➡️ It’s democracy vs autocracy → in reality, the real contest is between economic models and their ability to reshape society.
The truth lies somewhere in between. China has massive strengths (technology, infrastructure, green transition) but also big weaknesses (real estate, demographics, weak consumer demand).
💡 What investors can’t forget: emerging markets – and China especially – move in cycles. They swing from explosive growth to painful slowdowns. Unlike the U.S., which has delivered steadier gains, China is more of a stop-and-go story.
📌 For investors, that means one thing: China requires a long-term view, tolerance for volatility, and an acceptance of the emerging markets risk premium. If managed properly, that risk premium can turn into real long-term value.
👉 What do you think: will China become the engine of the 22nd century, or fall into a “lost decades” scenario like Japan?
⚠️ This is not investment advice. Past performance is not an indication of future results. Your capital is at risk.
$MCHI (iShares MSCI China ETF)... Show More
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