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Yeah it was conspicuous how a lot of financial high-flyers like Dalio and Jim Cramer were pushing BABA stock in the wake of this whole debacle like it was some kind of hidden opportunity. What I'll be watching in the next few months is to what extent the finance sector is successful in reestablishing this narrative of China as a premier investment opportunity, this time in concert with even more compliant and coopted middlemen in Hong Kong.

Nov 6, 2020
at
5:06 PM