
The Investor's Guide to China: China Consumer (#22)
Fidelity Answers: The Investment Podcast
The Opportunity in the Private Space
There is opportunity to create new companies and go through the fundraising process in the private markets before IPO stage/nLow levels of SUS type businesses exist in terms of penetration in enterprise which offers opportunities in private markets/nFunding needs are increasing in private markets as money raised around 2021 period is starting to run out for a lot of companies/nPrivate markets offer increasing opportunities at better valuations with less competition compared to previous years/nThere are similarities between China and Japan with the possibility of China ending up like Japan with deflation
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