–
–
–
–
Interviewed this morning on CNBC’s Squawk Box about Wanda and its new “asset light strategy”.
My conclusion: “Wanda just underwent the corporate version of emergency bariatric surgery. It’s suddenly become a much slimmed-down company. What Wanda is today, what it will become, we don’t yet know. But, it looking clear Wanda is no longer one of the heavyweights of China’s private sector. “
–
–
Â