Josh Wolfe @wolfejosh VC, entrepreneur, fund manager @Lux_Capital; Chair @CiPrep Coney Island Prep; Trustee @SfiScience Santa Fe Inst; CoFounder of Carson, Quinn & Bodhi w/ @ltwolfe May. 14, 2019 1 min read

This is partly why markets have been "opening up" to foreign funds—& why I believe the China Inc story needs foreign investors funding China internet (Ali, JD, etc al) so they can in turn bail out SOEs.

You will see Alibaba and others buying curious companies and wondering why.

2/ if you own EM indices your China ownership is set to go 4x...


4/ I mean ignore this at your own peril

5/ see highlights.

You can follow @wolfejosh.


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