Panic Buying Hits Chinese Financial Markets | Louis Vincent Gave скачать в хорошем качестве

Panic Buying Hits Chinese Financial Markets | Louis Vincent Gave

This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Louis Vincent Gave, Founding Partner & Chief Executive Officer at Gavekal, joins Monetary Matters to share his perspective on China in 2025 and beyond. Recorded on January 20, 2025. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Louis Vincent Gave on Twitter https://x.com/gave_vincent?lang=en Arthur Kroeber book, “China's Economy: What Everyone Needs to Know”: https://www.amazon.com/Chinas-Economy... Louis Vincent Gave’s book, “Avoiding the Punch: Investing in Uncertain Times”: https://www.amazon.com/Avoiding-Punch... Timestamps 00:00 VanEck Uranium & Nuclear Energy ETF Pre-roll 00:26 Why Is Chinese Bond Market Rallying Like Crazy? 05:21 Chinese Banks Are Riding The Yield Curve 06:17 China's Real Estate Property Bust 12:30 Chinese Property Bonds Trading At "Very Distressed" Levels 16:56 Forced Selling Of Chinese Property Bonds By Western Investors Has Created Potentially Compelling Opportunity 18:39 VanEck Uranium & Nuclear Energy ETF Mid-roll 19:22 Two Chinas: Deflationary Bust vs. Industrial Superpower 22:30 China's Rising Dominance In Advanced Manufacturing 29:31 Will Tariffs Cap China's Growth? 32:35 Tariffs On China Won't Work, Argues Gave, and They'll Make Western World Much Less Competitive 36:08 Is Chinese Consumption Really Weak? Or Is That A Fallacy? 39:25 Why China is NOT Doomed To Go The Way of Japan Because Of Debt, Deflation, and Demographics 44:50 Why Many Chinese Entrepreneurs Have Lost Faith In Their Own Leadership 50:53 Chinese Stock Market Could "Take Off Like A Rocket Ship" 59:01 BYD 1:00:43 2025 Catalyst For Bull Market In Chinese Stocks 1:02:35 Casinos, Life Insurance, Commodities, and Other Chinese Businesses That Louis Thinks Are Interesting 1:04:41 U.S. China Relations Under President Donald Trump 2.0 1:10:18 Odds Of A Trump Deal With China Are High, Argues Gave 1:11:43 Louis' Bull Case For Chinese Currency (Chinese Yuan Also Known As Ren Min Bi or RMB) 1:12:45 U.S. Dollar As Global Reserve Asset 1:16:01 Venture Capital (VC) In China: Is It As Bad As The Headlines Suggest? 1:17:14 About Gavekal 1:19:01 VanEck Uranium & Nuclear Energy ETF End-roll