Crises Everywhere From Real Estate To Social Media | EP 30
Business Untitled
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Insights on China's Economic Outlook
The speaker believes that China is now receiving significant fiscal and monetary support, suggesting that the Chinese real estate market may have reached its bottom. They recommend buying Chinese real estate stocks as they see them potentially doubling in value. The speaker highlights a shift in perception towards China, with a contrarian bet on the country's real estate market. Additionally, they emphasize the importance of China developing a consumer class to sustain its economy, noting the significant middle-class population in the country and the resurgence of Chinese travelers post-COVID.
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