Louis So, co-CIO at the $9.2 billion Value Partners, Hong Kong's largest home-grown fund house, was in Beijing during the Communist Party's third plenum. In an interview with FinanceAsia, he outlines what aspects of the reform agenda are important and where the disappointments lie.
What’s your interpretation of the announcements from the Party’s third plenum
After the meeting the Party issued just a 5,000-word announcement, which was very broad. The details will emerge in the coming weeks. But so far there have been a few surprises.
The biggest of these is the establishment of a committee to drive a central reform agenda. It...