Why Chinese Bond Yields Have Collapsed | Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property Bonds

This book provides a comprehensive overview of China's economic rise, addressing key questions such as how China achieved rapid growth, the sustainability of its economic model, and the coexistence of its vibrant economy with a repressive one-party state. It discusses China's impact on global affairs, including trade disputes, the Belt and Road initiative, and technological advancements. The book also explores recent changes in China's political system under Xi Jinping, the financial sector, and the country's integration into global financial markets. Kroeber offers insights into China's future economic prospects, including the challenges of environmental damage, rising debt, and corruption, and how these factors will influence its role in the global economy.

In 'Avoiding the Punch: Investing in Uncertain Times,' Louis-Vincent Gave addresses the challenges of investing in a period marked by rising geostrategic tensions and very low interest rates. The book provides strategies for constructing a well-built portfolio, using a six-building-block framework, and discusses how to approach investing in a bear market. Gave also shares his insights on the global economy, the risks of recession, and the outlook on various sectors including energy, Chinese equities, and emerging markets.