AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min snip
Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550
The Meb Faber Show - Better Investing
Investing with Insight: Short China, Long India
Investors are increasingly viewing China through a lens of geopolitical risk and diminishing returns, leading to a strategy of shorting Chinese assets as significant investment opportunities dwindle. The perspective highlights a historical pattern where being short on Japan and long on the US proved successful, suggesting that a similar approach with respect to China could yield favorable results over the next decade. Conversely, the Indian market is perceived as a burgeoning growth opportunity, significantly influenced by government leadership under Modi, which has fostered a more market-oriented economy. This shift is attracting investments, particularly in mid-cap companies, as local investors start to embrace equities, contrasting the traditional preference for gold and property. The local market dynamics in India present a compelling landscape for investment, with sustained local buying driving momentum despite global uncertainties.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode