Strategic China Investment
Marko discusses how China's current account surplus has been impacted by Covid, highlighting the significance of curtailed tourism. He emphasizes the shift towards "strategic China," focusing on critical technologies like semiconductors and green energy, while cautioning investors about U.S. restrictions. Despite these challenges, he believes there are promising opportunities in this space, provided legal considerations are met.In this clip
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Capital Allocators – Inside the Institutional Investment Industry
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
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