Josh Wolfe+ Your Authors @wolfejosh Co-Founder @Lux_Capital Trustee @SfiScience Santa Fe Inst Chair @CiPrep Coney Island Prep (Brooklyn) Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe May. 14, 2019 1 min read + Your Authors

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...

3/

4/ I mean ignore this at your own peril

5/ see highlights.


You can follow @wolfejosh.



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