Gustavo Ballvé on January 31st, 2012
Food for thought, Home, Investment Themes, Mental models, Portfolio Management, Risk management, Signal or Noise

Very interesting Economist.com article on the roots of China’s success – and why China must change to achieve future prosperity. There is an interesting Case Study by Harvard Business School professor Diego Comin called “China ‘Unbalanced'” (updated very recently), which forms a very interesting base for discussing these issues. That said, the “China Unbalanced” debate is far from over, and countless arguments have been laid out for each side of the debate. Why does it matter to us? Surely, as Brazilians, because of the undeniable impact of China in our economy. But more importantly, as global citizens and asset managers, because of the uncertainty that comes from such a wide range of possible outcomes.

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