From Boom to Bust: Why China's Stocks Lagged Behind Its Economy and Where to Invest Next

From Boom to Bust: Why China's Stocks Lagged Behind Its Economy and Where to Invest Next

  • How badly has China's stock market performed except for one remarkable decade
  • What are the economic and governance factors that contributed to the underperformance
  • Why it's too soon to write off China despite the structural headwinds
  • What are the factors that contribute to economic growth and a robust stock market, and which emerging market countries display those factors
  • What are some ETFs to invest in countries with favorable economic tailwinds


Sponsors

Use code MONEY10 to get 10% off on your NAPA Autoparts online order

NordVPN – Click here for a special offer

Use this link to post your job for free on LinkedIn Jobs


Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.


Show Notes

State-Owned Enterprises Going Public: The Case of China by Xiaozu Wang, et al.—SSRN

A Model of China's State Capitalism by Xi Li, et al.—SSRN

Has China given up on state-owned enterprise reform? by Nicholas Borst—The Interpreter

China Regulator’s New Slogan Fuels Buying Spree in State Firms by Bloomberg News—Bloomberg

Investors sour on Beijing’s bid to boost state-owned enterprises by Sun Yu—The Financial Times

China’s 40-Year Boom Is Over. What Comes Next? by Lingling Wei and Stella Yifan Xie—The Wall Street Journal

What just happened: Storm clouds loom for China’s economy by Sebastian Mallaby, et al.—The Washington Post

Imminent end of ‘demographic dividend’: Share of India’s working age population set to fall by 2036 by Tca Sharad Raghavan—The Print

What’s Holding Back India’s Economic Ambitions? by Shan Li and Vibhuti Agarwal—The Wall Street Journal


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jaksot(572)

Should Private Assets, Gold, and Crypto Be Investment Options in 401k and other Defined Contribution Plans?

Should Private Assets, Gold, and Crypto Be Investment Options in 401k and other Defined Contribution Plans?

A new executive order could radically reshape retirement investing by allowing private equity, crypto, and gold in 401(k) plans. This episode examines the factors driving the demand for alternative as...

23 Heinä 202520min

Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble?

Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble?

We explore the compelling questions surrounding artificial intelligence. Will AI create more new jobs than it destroys? Is AI already destroying jobs? Are we seeing overinvestment in companies and inf...

16 Heinä 202523min

Mining and the Global Race for Critical Minerals with Kinterra Capital

Mining and the Global Race for Critical Minerals with Kinterra Capital

How the investing landscape is being reshaped by the global race for critical minerals.Topics covered in this conversation between FEG's Greg Dowling and private equity firm Kinterra Capital's co-foun...

9 Heinä 202545min

Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?

Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?

We examine how robo-advisors have evolved over the past decade to determine if their services justify the fees they charge.Topics covered include:How large are the top 5 robo-advisorsRobo-advisor fees...

25 Kesä 202523min

Climbing the Wealth Ladder with Nick Maggiulli

Climbing the Wealth Ladder with Nick Maggiulli

How our spending, investing, and life strategy change as our net worth grows. We consider how skill, luck, discipline, relationships, and AI can allow us to ascend and, in some cases, descend the weal...

18 Kesä 202537min

Stablecoins and CBDCs: Their Rise, Risks and Possibilities

Stablecoins and CBDCs: Their Rise, Risks and Possibilities

Circle Invest, one of the leading stablecoin providers, just went public, and its stock price has tripled. We delve into the growth of stablecoins, their applications, and the associated risks. We als...

11 Kesä 202527min

The Future of Power: Energy at a Crossroads with Scott Harland

The Future of Power: Energy at a Crossroads with Scott Harland

From wildfires to AI-driven demand surges, the power grid is under pressure—and so is the investment landscape around it. Scott Harland of Rockland Capital visits with Greg Dowling of FEG to explore t...

4 Kesä 202540min

No More AAA - What the U.S. Debt Downgrade Means for Investors

No More AAA - What the U.S. Debt Downgrade Means for Investors

With longer-term U.S. interest rates rising and no plan to reduce the budget deficit, is a U.S. national debt crisis imminent?Topics covered include:Why S&P, Fitch, and now Moody's stripped the U.S. o...

21 Touko 202524min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
hyva-paha-johtaminen
rss-rahamania
ostan-asuntoja-podcast
herrasmieshakkerit
rss-tarkeista-asioista-2
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-lahtijat
rss-rentotapaus
rss-sisalto-kuntoon
rss-seuraava-potilas
pomojen-suusta
sijoituspodi
rss-muutoksenanatomiaa-podcast
rss-uppoava-vn-laiva
rss-tyoelaman-timantteja