4 961 vues 22 janv. 2025 #macro#Investing#ChinaIn 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
ChapitresTout afficher
Teaser0:00Intro2:26Louis’ Vita4:33Trump & China6:42Bond Markets15:13Chinese Bull Market20:23China’s Finance System25:44Innovation, TikTok & Red Book30:35
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