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A Postcard from China
Manage episode 372161189 series 3270506
Impressions from my first trip back to China after the pandemic.
Topics discussed include:
The increasing liveability of China's major cities; City planning in China; China's decoupling from the rest of the world; Battery Electric Vehicles; Competition; Politics and Macro; and my response to the question: Is China Investable?
27 episodes
Manage episode 372161189 series 3270506
Impressions from my first trip back to China after the pandemic.
Topics discussed include:
The increasing liveability of China's major cities; City planning in China; China's decoupling from the rest of the world; Battery Electric Vehicles; Competition; Politics and Macro; and my response to the question: Is China Investable?
27 episodes
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