Saint Patrick's Day Show
The Compound and Friends
00:00
Navigating Geopolitical Risks in Chinese Stocks
This chapter explores the agency costs related to private funds and the fluctuating success of investments in Chinese stocks amidst geopolitical tensions. The discussion includes the rebound of Chinese stocks post-Ukraine invasion and the implications of investment structures like Variable Interest Entities (VIEs). It emphasizes the need for strategic shifts in investment approaches, particularly towards index funds, to mitigate risks associated with unpredictable market dynamics.
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