Ashish Swarup (Aikya) - Soul In The Game
Far From The Finishing Post
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Is China a Good Place to Set Up a Business?
I get the sense, and this may be wrong, please correct me if it is, but i get the sense in china that there's greater creative destruction. And conversely, which types of businesses and industries yo fixing on in china where you do think they have a very long run way of sustainable growth ahead of them? Burso china is actually a relatively easy placeo set up a business. Therefore the compariton density n china is higher. An that's absolutel correct point. But having said that, what we do is then look at the valuation bit more long-term s. So we always think about how this business might look like in five to
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