Nicholas Borst introduces three models of competition – naturally forming, policy-induced, and state-controlled – that help explain sharp differences among industries in China.
Speaker
- Nicholas Borst, Vice President and Director of China Research
Understanding these three models of competition has helped shed light on some important facets and complexities of the Chinese economy and ultimately should help analysts and investors understand better the dynamics of given industries in China and how that will impact companies.
- The views and information discussed in this video are as of the date of publication, are subject to change, and may not reflect Seafarer’s current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. It should not be assumed that any investment will be profitable or will equal the performance of the portfolios or any securities or any sectors mentioned herein. The subject matter contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation. Seafarer does not accept any liability for losses either direct or consequential caused by the use of this information.