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一个投资研究员的地缘政治笔记

馬里亞納潛水員

我們努力嘗試跟上世界与中国之间关系变化,为每个像我一样迷茫的水手在大洋中寻找航向。这个newsletter曾经叫“解释中国”,而现在可能更重要的并不是解释中国,因为中国已经停滞了,变化的是外部环境。

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Substack
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  • 馬里亞納潛水員

    Macro Research/ Equity Research/ Public Policy Research for 15 years. I read reports so someone doesn't have to.

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