[sthielen]

Agreed. For a less reductive perspective, I've found Emily Feng's reporting for the FT to be informative [0,1,2]. I'd be interested in other reading recommendations, if anyone has them.

[0] https://www.ft.com/content/ac0ffb2e-8b36-11e8-b18d-0181731a0...

[1] https://www.ft.com/content/721192f4-a1fa-11e8-85da-eeb7a9ce3...

[2] https://www.ft.com/content/f0d3223a-7f4d-11e8-bc55-50daf11b7...