In this note I’m going to break two rules that have hitherto governed every research note I’ve sent. I always send a carefully objective analysis and I always keep my personal life out.
Here I want to talk about a company, Esquel, that has attracted U.S. sanctions for doing business in China’s repressed province of Xinjiang. Ironically, Washington may have imposed sanctions on the world’s most socially responsible company.
Before offering my personal comments, here’s a link to a thoroughly professional account published in The Wire China, the superb new online publication about China: Hemmed In - The Wire China.
Having referred you to a highly professional account, here is my personal story about it.
I learned about Esquel in Xinjiang by getting to know Marjorie Yang, the CEO. And I got to know Margie in an unusual way. When I was a bank research manager in Hong Kong I received an invitation to a ballroom dance from two of the leading ladies in H
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