Macro Voices cover image

MacroVoices #495 Louis-Vincent Gave: Understanding China's Structural Growth Drivers

Macro Voices

00:00

China's Economic Growth vs. Equity Market Performance

This chapter examines the contrasting trajectories of China's robust economic growth and the underwhelming performance of its equity markets. It explores the 'permanent portfolio' investment strategy, contrasting the financial outcomes in the U.S. and China, and discusses the differing economic policies impacting investor experiences. Additionally, the chapter highlights China's innovation landscape and technological advancements while analyzing its implications for global trade relationships and stability.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app