TIP611: The Bear Case for China w/ Kyle Bass
We Study Billionaires - The Investor’s Podcast Network
The Downward Spiral of Foreign Direct Investment in China
This chapter examines the dramatic drop in China's foreign direct investment following the COVID pandemic, revealing a fall from over 300 billion to about 33 billion in 2023. It also explores the challenges faced by multinational companies regarding trapped profits and the implications of China's geopolitical and legal landscape for foreign investors.
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