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14min chapter
The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks
Forward Guidance
Navigating Chinese Banking and Tech Landscape
Delving into the financial stability of Chinese banks amidst liquidity and solvency concerns, including the government's role in preventing systemic crises. Exploring the performance of top state-owned banks, regulatory challenges faced by tech companies, and newer platforms disrupting the market. Discussing the rationale for excluding tech giants from the speaker's ETF in favor of domestic consumer growth-oriented stocks for wealth creation in China.
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Discover
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