21 September 2021

The first part in a series of articles on the recent events in China.

No Arminius Capital fund has any direct exposure to Chinese equities. This is a deliberate policy: we can read the Chinese-language financial accounts of Chinese companies, so we know that these contain some of the most imaginative fiction outside the bestseller lists. But we want our investors to understand what is currently happening in the world’s second-largest economy… [read more]

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