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Louis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459
The Meb Faber Show - Better Investing
Is China Going to Invade Taiwan?
The entire Russian securities market is now essentially paused or uninvestable. Russia is largely rounding air compared to China as far as size with these investing markets. If you're Chinese and you look at this Russian invasion, if you've been a rich guy in China for the past 20 years, each time you made money, you bought a house in Vancouver,. You redeployed capital in the Western world because the greatest comparative advantage of the Western world is the rule of law. It's property rights. We've just added a little asterisk to this: except if you're Russian, if we can take all your stuff. The fact that Russians obviously can't invest in anywhere but Russia now.
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