Ant IPO Delay Signals the End of China’s Rapid Growth

Simple – Jack Ma threatened the systems of patronage that are at the heart of the Chinese banking system. When he threatened to disrupt the entire financial system, he threatened everyone who either controls the banks or depends on the banks for their survival. As China may very well be a house of cards of leverage, Jack Ma’s statements ultimately threatened the very stability of China itself. www.macroesg.com #macroesg @gregbeier --- Send in a voice message: https://anchor.fm/macro-esg/message

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We analyze the risks of markets, politics, and technology for a sustainable future. We generate actionable ideas with clear risk reward and position size. We have a solid track record of forecasting major change, such as Biden’s election and its implications, China’s yuan rally, plus the crude oil and Covid crashes.