Shanghai-based Jonathan Anderson is one of the most respected analysts on China’s economy. As president of boutique research house Emerging Advisors Group he has been generating insights for global investors for the past 10 years. Recently, he put out a research paper arguing that China’s export boom has nullified much of Beijing’s talk of a ‘Dual Circulation’ economy. Here Anderson shares his views on that topic with WiC and what it will mean for A-shares.

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Best regards,

Steven Irvine, the Editor