

Under the Banyan Tree – How are Chinese earnings rising as growth slows?
Jul 13, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
The Equity Market's Decline
01:39 • 2min
The Importance of Housing Sales in the Chinese Economy
04:08 • 2min
The Disjunction Between China's Earnings and GDP
06:17 • 2min
The Disjunction Between China's Stock Market and the Equity Market
07:49 • 2min
The Impact of Micro Developments on Economic Growth in Asia
09:55 • 3min
The Advantages of the Chinese Market
12:31 • 2min
The Importance of Infrastructure in India
14:41 • 4min