My latest piece on China just went live in The Armchair Trader newsletter. Established in 2010, The Armchair Trader is a UK-based financial publication that provides independent commentary on global markets, covering everything from stocks and commodities to ETFs, cryptocurrencies, and derivatives.
Despite its name, the content is not written for people sitting in armchairs all day doing nothing. Quite the opposite. The platform attracts investors, traders, analysts, fund managers, and market observers looking for thoughtful insights without the usual noise.
Over the years, The Armchair Trader has built a loyal following by publishing market analysis, investment ideas, interviews, and educational content designed to help investors make better-informed decisions. Its readership spans both experienced professionals and private investors who are trying to navigate increasingly complex financial markets.
Here is a section:
Before dismissing China, look at what the country has had to do. More than 1.4 billion people, enormous regional differences, all while raising living standards and building infrastructure at a vast scale.
The World Bank says almost 800 million people were lifted out of extreme poverty in China since 1978 and calls the speed and scale historically unprecedented. That does not excuse every policy, or erase legitimate concerns about governance, demographics, debt or individual rights. The point is that the scale is hard to ignore, yet it is often the first thing people throw out once they have already decided what they think.
The bear case is not stupid. Most of it is well documented, known and heavily discussed. The real question for an investor is how much of that risk the market has already absorbed. What gets less attention is everything else: the savings base, the manufacturing depth, the engineering talent and the technology.