Is China Uninvestable? (FT)

https://reliableuk.com/finance/market/is-china-uninvestable/

by malloryerik • 5 years ago

15 3 5 years ago

ruchin_k• 5 years ago

Although not uninvestable the risk appetite needed to invest in China has now readjusted to a higher threshold. How this will play out out with large investors (private equity, hedge funds etc) is that they will assume a higher "discount rate" in their financial models. Essentially a Chinese investment will need to meet a much higher expected return threshold (IRR - internal rate of return) than previously required.

robbedpeter• 5 years ago

When did Nazi Germany become uninvestable? How many undesirables have to disappear, be sent for re-education, or sent to camps? How many slave labor facilities are acceptable? How about child labor, or toxic environments (actual poisons, not just aggressive managers.)

Ask ARM and Nvidia how doing business with China is working out. China is not playing the capitalism game in good faith.

Investing in China is directly contributing to the worst actions of their government.

malloryerik• 5 years ago

Have you read George Soros' recent piece on the matter? It and responses to it are part of the same conversation.

It was in the FT but also syndicated here: https://www.irishtimes.com/business/economy/george-soros-inv...

Is China Uninvestable? (FT)

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