Australian Investors Podcast China v US stocks over 100 years - who wins?
In this Australian Investors Podcast episode, your hosts Owen Rask and guest Billy discuss:
– The rise of US innovation and capital markets since WWII
– China’s top-down growth model and policy-driven sectors
– The Dragon ETF and capturing China’s growth themes
– AI, semiconductors, and the future of global investing
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Topics Covered
– How the US built its dominance in innovation and capital markets
– China’s top-down growth model and policy-driven sectors
– The Dragon ETF and where China’s growth is focused
– How to think about allocating to China in long-term portfolios
– Final thoughts on AI, semiconductors, and future global innovation
Resources for This Episode
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Rask Resources
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DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
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