China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
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Government Influence on Chinese Market Dynamics
This chapter examines the impact of Chinese government subsidies on domestic companies, focusing on the case of BYD. It discusses the government's strategy prioritizing employment and competitiveness, and the implications for investors and market leaders in critical industries.
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