Zortix matched this thesis to China ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Chinese equities are structurally uninvestable
The speaker argued that Chinese equities are uninvestable due to severe information opacity, regulatory policy caprice, and defective VIE corporate structures.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.