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2min chapter
The case for China
Unhedged
Investment Strategies: Longs and Shorts in a Shifting Market
In this chapter, speakers delve into their investment strategies through a segment called 'Long and Short,' where they discuss one long and one short position each. The conversation highlights a shift from China-centric investments to favorable views on Vietnam and includes a pair trading strategy involving BYD and Tesla.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode