The Chinese economy is not the stock market — portfolio positioning in slower growth

Barry van Wyk Published August 5, 2022

Illustration for SupChina by Alex Santafé

Years of government spending on semiconductors seem to have only led to massively expensive failed projects and chief executives in jail.

Read the article by Barry van Wyk: https://supchina.com/2022/08/01/chinas-microchip-great-leap-forward-has-also-ended-in-chaos/

Narrated by Sarah Kutulakos.

China Stories is published twice weekly, on Tuesday and Friday. Subscribe to the podcast on Spotify and Apple Podcasts.

Barry van Wyk spent eight years in China studying Chinese in Tianjin and working as a consultant and project manager in Beijing. He holds a Master of Arts in economic history from the London School of Economics (2005). Read more

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