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EM Insider – Ep.13 Huarong scandal gives China chance to show certainty

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The challenges faced by scandal-hit China Huarong Asset Management – Huarong – show that China is willing to let state-backed darlings fade in order to reflect a healthier view of their markets to the wider world. That is according to our EM Insider, Raphael Kassin.

In this latest podcast, Kassin talks zombie companies in China’s fast-growing market and also reflects on a month which saw a positive surprise for fans of fiscal conservativism in South America. All that and a deep dive into what EMD investors can really expect in terms of returns.
23 Apr 2021 English South Africa Business

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