Navigating 23 downturns in 35 years of investing
Capital Ideas Podcast
China's Transformation and Meeting Visionary Entrepreneurs
This chapter explores the transformation of business in China, highlighting the shift from a socialist focus on output to a more investor-driven approach. They share an experience with China Eastern Airlines and discuss the cosmetic and fundamental changes that occurred as companies listed on exchanges. They also reflect on meeting visionary entrepreneurs like Jack Ma and Pony Ma in the internet space.
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