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Unsure why we’re getting peppered with quotes from Enodo Economics about the state of play in China? I’m yet to read anything insightful from them. Inkster, Howie, and McMahon all have chops, but their involvement is likely <5% of their time. Vacuous statements from the founder while posturing for photo opportunities and engaging in profuse name-dropping provides a very clear picture of the outfit’s analytical rigour

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