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Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
Policy, Politics & Potential: China insights with John Garnaut
Good Value | Pragmatic Value Investing
44 minutes 24 seconds
1 year ago
Policy, Politics & Potential: China insights with John Garnaut
China expert, John Garnaut joins Alison Savas to discuss the state of China's economy, policy landscape, and the potential risks and opportunities for stock market investors.
John is the founder of Garnaut Global, a leading advisory firm to select global asset managers, technology companies and government agencies.
Key times:
Analysing the shifts in investor sentiment towards China: 1:00
Has the CCP's attitude towards economic growth changed recently? 13:30
Will recent China stimulus measures have a big impact? 20:00
Why China needs to direct resources to local Government: 28:30
Reviving China's property sector: 30:00
Will Taiwan be Xi Jinping's legacy? 34:00
The markets that China's big tech stocks are poised to dominate: 38:00
More Antipodes insights: https://antipodes.com/insights/
Good Value | Pragmatic Value Investing
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
