Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Introduction
00:00 • 2min
Growth Management in China
01:46 • 4min
Is China a Capitalist or a Communist?
05:58 • 6min
Investing in the Global Economy
11:31 • 2min
The Second Loss of Trust Between Government and Untoperners
13:44 • 2min
China and China Are Going to Compete?
15:51 • 3min
Semi Investing
18:56 • 2min
China Market
21:21 • 2min
Is China Still Having High Inflation?
23:08 • 2min
The Chinese Regulators Are Making Smart Strategic Moves
24:53 • 2min
Then, You Know, Semi Conductors?
26:55 • 2min
How Do You Think It Will Work Going Forward?
28:49 • 2min
The Five T Cycle Is Going to Take Longer Than You Think
31:02 • 2min
The Market Is Volatile, Don't Be Scared
32:34 • 2min
What's Your Takeaways From the Interview?
34:08 • 2min
Is China a Good Place to Invest?
36:33 • 2min
Should I Be Allicated to Emerging Markets?
38:39 • 2min
Investing in Emerging Markets
41:08 • 3min
Active Management in Emerging Markets
44:26 • 3min
What Are the Lowest Fees?
47:36 • 2min
Investing
49:38 • 2min
Emerging Markets Exposure
51:13 • 3min
Investing in China
54:23 • 2min
Is There a Bottom to the Chinese Stock Market?
56:12 • 3min
Investing in China
59:27 • 3min