4min chapter

Odd Lots cover image

Dan Wang Explains What China's Tech Crackdown Is Really All About

Odd Lots

CHAPTER

Should We Be Paying Attention to Party Speeches?

Tracy: I know you read a lot of the party speeches, probably all of them. And do you think that the crackdowns are sort of changing the behaviour of investors in the sense that they're going to be paying more attention going forward? Tracy: Doesn't one read the party's main theory magazine, tia translation, seeking truth? Ye, and i remember a couple days after one of the crack down announcements, or maybe it was on the day, we did see chinese listed semi conductor stocks just absolutely spiking. So there was almost a rotation out of consumer tec and into semi conductors. Um. It would be very reluctant to say that reading all of the

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode