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Since 1978, China has marched to the banner of gaige kaifang — “reform and openness.”
Starting from a weak base, superlative double-digit growth came fast and easy, created by grafting capitalist market mechanisms and credit-fueled investments onto its Marxist structure.
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A new White Paper from Eurasia Group and Nikko Asset Management explores how political risk factors can be systematically employed in portfolio management to provide a risk-controlled means of getting exposure to emerging markets.
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