Full Disclosure with Roben Farzad The Great Stall of China
Sep 4, 2023
Alice Fulwood from The Economist and Vivian Lin Thurston from William Blair discuss China's economic struggles, including the property sector, low interest environment, and the flawed nature of emerging market indices. They also highlight China's long-term growth opportunities and the changing dynamics of emerging markets, with a focus on India's growth potential and the interest in Vietnamese EV maker Vinfass.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
China's Economic Struggles and the Role of Property Sector
02:09 • 27min
China's Economic Problems and Their Impact on Emerging Markets
29:23 • 8min
Analysis of US Equity Outperformance and the Impact of Low Interest Environment
36:57 • 2min
China's Rise and the Flawed Nature of Emerging Market Indices
39:22 • 6min
China's Structural Issues and Long-Term Growth Opportunities
45:40 • 9min
The Changing Dynamics of Emerging Markets
55:06 • 3min
Valuation of US Equities and the IPO of Vinfass
58:05 • 4min