China's Minsky Moment

Why the recent crackdown at Alibaba, Tencent, DiDi and online education industry maybe the prelude to the end of "Reform and Opening" policy of the last 40 years

UK Carrier Strike Group in South China Sea

• ­ China’s recent crackdown on Alibaba, Tencent, DiDi and education industry is not an isolated event, hoped by many western investors.

• ­ Domestic politics surrounding the 20th CCCP Congress next October will dominate markets over the next 18 months.

• ­ Geo-political tensions in the South China Sea and Taiwan Strait will overshadow any post COVID-19 economical recovery in 2022.

• ­ China’s “Market Economy” and “Reform and Opening” policies of the last 40 years are in serious doubt as the country turns rapidly inwards.

• ­ Investors should be on the lookout for a “Minsky Moment” triggered by a meltdown by Chinese economy.