Chinese assets rally has strong structural pinnings
The guest argued the sharp rally in Chinese assets is structurally supported by expected macro/fiscal easing, the alive AI theme, structurally cheap valuations, and a shift from 'uninvestable' to a market where investors want to engage.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.
The Callback
US Treasury yields headed to 10%
23 weeks between these two statements.
The guest argued the AI investment cycle is in its early years, with a multi-year if not decade-plus journey ahead, despite recent strong performance.
The guest argued the sharp rally in Chinese assets is structurally supported by expected macro/fiscal easing, the alive AI theme, structurally cheap valuations, and a shift from 'uninvestable' to a market where investors want to engage.