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15min chapter
The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks
Forward Guidance
China's Transition and Emerging Markets Investment
Exploring China's shift from low-cost manufacturing to high-quality products like electric vehicles and its impact on the economy. Discussing Chinese stock affordability, domestic investor sentiment, and the dynamics of investing in emerging markets with a focus on China's influence and risks. Reflecting on the potential of resource-dominated and manufacturing-oriented economies in emerging markets amidst geopolitical tensions and technological advancements.
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Discover
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