Mohnish Pabrai's Q&A session with the Finance Club of IIT Patna on May 10, 2023
Chai with Pabrai
The Unpredictability of China's Economy
In investing and in life we want to look for anomalies Lulu is an anomaly hunger isn't an anomaly. Alibaba tennis and JD etc like there is a distance risk for new to Chinese government but those are very high quality businesses they're likely to do very well in the future. For me they've all fall into the two hard pile so when you have a factor that is kind of hard to forecast then maybe staying away is appropriate.
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