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Creative destruction makes China the big trade for 2024: Mark Tinker

Controlled demolition of 15 apartment blocks, after sitting idle for seven years. Yunnan Province, 2021.

China’s ability to create something new out of the ashes of the old, makes the region the likely big trade of 2024, says Mark Tinker, chief investment officer and managing director at Toscafund Asset Management, a specialist investment manager with US$4.5bn in AUM Investors are heavily crowded in cash and the very short end of the bond markets, but are…

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