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Understanding China's Critical Juncture (Updated Info)

Updated October 5, 2023.

We believe the research materials comprising The China Report (5-hour video presentation and 255-page presentation notes) provide everything investors need to build a framework for many years to come towards obtaining a high-level understanding of currrent and future developments with respect to China's economy and capital markets. [1]

We are extremely confident attendees of this webinar will agree that our China Report is the world’s single most insightful, comprehensive, and hence most valuable presentation of China's economy and investment landscape. 

Some of the Questions that Will Be Answered in this Presentation

  1. Can China’s data be trusted?
  2. What’s the #1 challenge facing China’s economy?
  3. How can we account for China’s economic growth?
  4. What were the most important factors accounting for China’s early growth?
  5. What are the most important factors accounting for China’s most recent growth?
  6. Is China’s economic growth sustainable?
  7. Where and when will China’s long-term economic growth level off?
  8. What are the biggest domestic challenges for China?
  9. Were President Trump’s claims about China true, or just hype?
  10. What was the core of President Trump’s strategy on China?
  11. What’s President Biden’s strategy on China?
  12. What are the biggest short-term challenges faced by China?
  13. What are the biggest long-term challenges faced by China?
  14. What’s the greatest threat to the CCP?
  15. Are Chinese stocks safe for foreigners to invest in?
  16. Why is China’s bond market riskier than its stock market?
  17. How is Wall Street helping China diffuse its debt bubble?
  18. After a decade of warnings about China’s real estate bubble, is now time to worry?
  19. How dependent is China on the U.S.?  
  20. How dependent is the U.S. on China?   
  21. Is China a paper tiger or the next superpower?
  22. What are China’s geopolitical objectives?  
  23. How is China planning to achieve its geopolitical objectives?
  24. What are the main risks to China’s financial system?
  25. How large is China’s shadow banking system and how does it work?
  26. Is this the end of globalization?

Within three (3) months after purchasing this report, if you have identified a professionally published research report that is more insightful and comprehensive than our China Report, we will refund your payment by 50%. [2]

Pricing effective as of July 28, 2022.

Research Clients: $499 

Members: $699

General Public: $1,199

This presentation is open to all Clients & Members.

The General Public must first complete a questionnaire and be approved to receive access to this report. 

Financial professionals must be approved for access.  

If you are a financial professional you will need to obtain special written approval and the price will be arranged on a case by case basis. 

Please email us if you would like to purchase access to this presentation. 

The final slides (a 255-page document) for the video presentation, “Understanding China's Critical Juncture” (now named the China Report) were released to investors in order to help them follow the 5-hour recorded webinar. [1]

[1] The material contained in the written document and video presentation is protected by copyright and trade secret law and can not be republished, paraphrased, critiqued or discussed with anyone either in provate or in the public domain.  This research comprises our intellectual property. Those who violate our IP rights will be pursued in a court of law. If you have purchased access to this presentation and would like to discuss the material with one or more parties in a manner that you believe will be beneficial to us, please contact us to request written approval. 

[2]  You must provide us with a copy of the report you claim to be more insightful and comprehensive than our China Report. And we must agree this report is in fact more insightful and comprehensive than our China Report.


Restrictions Against Reproduction: No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without the prior written permission of the copyright owner and the Publisher.

These articles and commentaries cannot be reposted or used in any publications for which there is any revenue generated directly or indirectly. These articles cannot be used to enhance the viewer appeal of any website, including any ad revenue on the website, other than those sites for which specific written permission has been granted. Any such violations are unlawful and violators will be prosecuted in accordance with these laws.

Article 19 of the United Nations' Universal Declaration of Human Rights: Everyone has the right to freedom of opinion and expression; this right includes freedom to hold opinions without interference and to seek, receive and impart information and ideas through any media and regardless of frontiers.

This publication (written, audio and video) represents the commentary and/or criticisms from Mike Stathis or other individuals affiliated with Mike Stathis or AVA Investment Analytics (referred to hereafter as the “author”). Therefore, the commentary and/or criticisms only serve as an opinion and therefore should not be taken to be factual representations, regardless of what might be stated in these commentaries/criticisms. There is always a possibility that the author has made one or more unintentional errors, misspoke, misinterpreted information, and/or excluded information which might have altered the commentary and/or criticisms. Hence, you are advised to conduct your own independent investigations so that you can form your own conclusions. We encourage the public to contact us if we have made any errors in statements or assumptions. We also encourage the public to contact us if we have left out relevant information which might alter our conclusions. We cannot promise a response, but we will consider all valid information.


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