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Interesting Times

Dean LeBaron

December 5, 2008

As the Chinese say, we live in interesting times. Note the following quote from Hong Kong yesterday by Lou JiWei who was my sponsor for Equity Fund of China:

Government policy was also on the mind of Lou Jiwei, chairman and CEO of China Investment Corp, China's sovereign wealth fund. After informing the audience that it can hardly be China's role to save the world economy, he turned to policy. What concerns him, he said, is the lack of constancy in the policy responses to the financial crisis in developed countries. "If it is changing every week, how can I be confident?" he asks. It is this high degree of uncertainty that has led him to avoid further investment in Western financial institutions.

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