Can China rebound in 2024?
Unhedged
00:00
Investor choices, deflation impact, and shorting snowball derivatives
The chapter discusses the choices investors have when investing in China, including alternatives to investing in the country. It also explores the potential economic impact of China's struggles, such as exporting deflation to other economies and the possibility of central banks cutting interest rates. The segment also touches on onshoring and government industrial policy, and concludes with a discussion on being short snowball derivatives related to Chinese stocks.
Transcript
Play full episode
