Money For the Rest of Us From Boom to Bust: Why China's Stocks Lagged Behind Its Economy and Where to Invest Next
Aug 23, 2023
The podcast discusses the underperformance of China's stock market compared to its strong economy. It explores the factors contributing to this, including economic and governance issues, and highlights the potential for future investment opportunities in emerging markets. The podcast also touches on the impact of health care on China's economy, the current state of the stock market, and the challenges and opportunities in investing in India's technology sector.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
The Size and Performance of the Chinese Stock Market
02:46 • 5min
Economic Reforms in China: A Historical Overview
07:20 • 7min
The Impact of Health Care on China's Economy and Stock Market
14:45 • 4min
China's Stock Market and Economic Outlook
19:12 • 8min
India's Demographics, Investing Opportunities, and China's Underperformance
27:39 • 4min