Deep Dive: Louis Gave on Afghanistan, China, and "De-Dollarization"


Manage episode 300400967 series 2905641
By Evergreen Gavekal. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Evergreen Partners, Jeff Otis and Louis Gave discuss concerns regarding the effects of global politics on investment portfolios. Crackdowns on big tech by Chinese regulators have broadly received negative attention from global investors, but Louis offers a more nuanced perspective to consider. Gavekal is Evergreen's research partner and keeps our investment committee up-to-date on developments in Europe and Asia that may not otherwise be as prompt or accessible to a U.S. firm. Listen in as we discuss these questions:

How might social and political issues in Afghanistan impact markets?

What should U.S. investors make of Chinese tech regulation? And, how should investors participate in China?

Is now the time to consider Asian debt for your portfolio?

As always, we hope you enjoy the listen! Prospective Client Compatibility Survey:

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35 episodes