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Ram Parameswaran of Octahedron Capital on China, No-Brainer Investments, and the Markets (EP.164)
Panic with Friends - Howard Lindzon
Do You Think China Is Highly Investible?
Kane: Regulation is going to be the new normal in china. Inanet, what we were taken aback is the worst than consensos rules on education were. The final outcome, where all these companies were effectively socialized, was something we did not expect. Kane: Unlike western consensus, we actually believe that china is highly investible.
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