Fidelity Answers: The Investment Podcast The Investor's Guide to China: In conversation with Louis-Vincent Gave (#25)
5 snips
Oct 25, 2023 
Louis-Vincent Gave, founder and CEO of Gavekal, joins Catherine Yeung in Hong Kong to discuss China's AI landscape, the bond market, and the internationalisation of the renminbi. They explore topics such as China's real estate reliance, the rise and fall of Chinese dominance in AI, opportunities and challenges in the AI ecosystem, China's diversification away from US flows, and potential investing opportunities.
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Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
China's Real Estate Problem and AI Leapfrogging
04:23 • 5min
Opportunities and Challenges in China's AI Ecosystem
09:26 • 10min
China's Reliance on US Foreign Flows and the Role of the RMB
19:14 • 9min
The Potential Impact of Russia, China's Misinterpreted Market, and Investing Opportunities
27:59 • 3min