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14min chapter
KraneShares' Brendan Ahern: Is China Investable? | #535
The Meb Faber Show - Better Investing
Navigating Complex Geopolitical and Economic Dynamics in China
The chapter delves into the intricate relationship between China, the US, and Taiwan, highlighting the need for better diplomatic ties to address economic interdependencies. It discusses the evolving Chinese economy towards domestic consumption and the strategies employed by Chinese corporations to safeguard revenue streams. The conversation also explores investment strategies, including the purpose and management of K-web, emphasizing the importance of understanding China's market structure and government interventions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode