An article actually just came out in the Financial Times discussing the same explanation:
https://www.ft.com/content/25fbcb1e-fb15-11e7-a492-2c9be7f3120a
An article actually just came out in the Financial Times discussing the same explanation:
https://www.ft.com/content/25fbcb1e-fb15-11e7-a492-2c9be7f3120a