No Time to Die: China Banks Edition

Plus: Lightning Network vs Visa, Siam Commercial Bank, Bank Disintermediation

Fifteen years ago – almost to the day – I sat in a meeting room at my London-based hedge fund, across the table from the management team behind the world’s biggest IPO. They’d come halfway across the world on a global roadshow to educate investors about their company. There was nothing fancy about this company, no cutting edge tech or innovative busines…