Equity Market Commentary - July 2021

Takeaways & Key Expectations

Equity Market Commentary - July 2021

July 14, 2021

In the most recent Slimmon’s TAKE, “The Selloff in China and Where We Stand,” Andrew discusses a number of points his Applied Equity Advisors portfolio team has considered regarding investing in Chinese stocks. Specifically, he touches on the permanent level of tension for outsiders, like us, when trying to decipher the delicate relationship between the Chinese Communist state government and the thriving capitalistic companies that have been created.

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