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Talk Your Book: Will China Win the Trade War?

Animal Spirits Podcast

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Navigating Chinese Internet Stocks

This chapter explores the complexities influencing the prices of Chinese internet stocks, focusing on the contrasting behaviors of U.S. and Asian investors. It examines how media narratives and geopolitical events shape market sentiments, particularly regarding major players like Alibaba. Additionally, the discussion highlights the evolving investment strategies favoring Hong Kong-listed stocks and the broader implications of China's technology and real estate sectors amidst ongoing tensions with the U.S.

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