China’s government does not have enough tools to manage leverage and provide liquidity to China’s state-owned enterprises (SOEs) in case of a downturn, argues Jupiter’s Alejandro Arevalo.
Tag: China SOEs
Rethink China’s SOEs, says Premia Partners
Conventional wisdom says Chinese state-owned enterprises (SOEs) are bad investments, but that is not necessarily true, according to David Lai, Hong Kong-based co-chief investment officer at Premia Partners.
