Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 3min
Why Did the Chinese Government Turn So Unexpectedly?
02:44 • 2min
The Chinese Real Estate Market Is Still the Weakest Spot
04:19 • 2min
Can We Expect a More Visible Recovery in the Chinese Economy?
06:12 • 2min
Is the Common Prosperity Coming Back Anytime Soon?
08:06 • 2min
The Long Term Outlook of China and the US Relationship?
10:18 • 2min
China's Demographics Are a Secular Long Term Problem
11:53 • 3min
Should We Buy China?
15:07 • 2min
What Sectors Do You Like the Most?
16:51 • 3min


