The most plausible explanation [1] is that China is insulating its domestic economy from the coming global financial reckoning, by cracking down on excessive fi

The most plausible explanation [1] is that China is insulating its domestic economy from the coming global financial reckoning, by cracking down on excessive financialization, etc. Either the US Fed will hike rates (taper QE) and crash the financial markets like never before, or they will continue to kick the can down the road with increasingly negative rates and the USD will 'gradually' become worthless. Regardless, the correct play is to limit exposure to the USD system, and historically "closed" societies have the advantage here. [1] - https://en.wikipedia.org/wiki/Dual_circulation https://en.wikipedia.org/wiki/Dual_circulation