In this interview, I have the chance to speak with Louis-Vincent Gave from Gavekal Research and discuss his latest views and takes on a number of topics and why he thinks all things align for Chinese equities to rally.
- We talk about US China Relations under the new Trump administration.
- The development of Chinese and US bonds and the US Dollar
- Europe's new role in the world
- Prospects of Chinese EV
0:00 - 2:26 Teaser
2:26 - 4:33 Intro
4:33 - 6:42 Louis' Vita
6:42 - 15:13 Trump & China
15:13 - 20:23 Bond Markets
20:23 - 25:44 Chinese Bull Market
25:44 - 30:35 China's Finance System
30:35 - 35:08 Innovation, TikTok & Red Book
35:08 - 39:55 Fall of the Great Wall
39:55 - 42:43 Europe's Perspective
42:43 - 47-07 Chinese EV
47:07 Outtro
#macro #Investing #China