Sylvain Saurel’s Newsletter

Sylvain Saurel’s Newsletter

Xi Jinping’s China No Longer Has the Same Priorities: The Obsession With Growth Has Been Replaced by a Focus on Security.

The turnaround initiated in recent months by Xi Jinping and the CCP will continue over the coming years.

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Sylvain Saurel
Mar 04, 2024
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Image: Hedgeye

During the financial crisis of 2008, China was the first country to use the bazooka to print money at will to support its growth. China used it again in 2015 to launch a vast infrastructure program. But China didn't pull it out again during Covid's 2020 outbreak. And it is unlikely to do so again in 2024, despite the disappointing recovery…

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