Unhedged Is China a bargain right now?
Oct 24, 2023
Discussion on the disappointing Chinese stock market growth due to slow growth, property issues, and geopolitical tensions. The uncertainty in China's property sector and reliance on global supply chains adds to the challenge. The podcast explores the risks of investing in China, including government influence, geopolitics, and regulatory risks. Famous investors Bill Ackman and Bill Gross change their stance on selling treasuries. Plus, a discussion on cycling safety in London.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Disappointment in Chinese Stock Market Growth and Key Problems Impacting Growth
02:40 • 2min
China's Reliance on Global Supply Chains and the Uncertainty in the Property Sector
04:28 • 5min
Investing in China: Challenges and Risks
09:24 • 6min
Reversal of Course and Cycling Safety
15:13 • 4min