Introduction

This chapter discusses the timing of investing in Chinese stocks, cautioning against doing so during the ongoing US-China trade war and unstable rate cycle. It highlights specific companies like Alibaba and Neil with low stock prices, while also addressing macro issues and geopolitical tensions.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app