Evergrande: why most analysis is dead in water and how best to understand and navigate what’s happening? Both denialists and alarmists are getting it wrong. Let’s start by understanding this: what is happening is the result of a CCP-initiated policy change to curb leverage. 1/N
— Girolamo Pandolfi da Casio ditto Carlo Dossi Erba (@INArteCarloDoss) Sep 17, 2021
via Twitter https://twitter.com/INArteCarloDoss
September 18, 2021 at 12:44AM
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