shares why it’s early days for a multi-year China bull market.
China’s emergency tech transformation 2018-2025.
China’s new stock market policy.
Why Chinese stocks in 2025 are like the S&P 500 in 2010.
What if Paolo Alto was 20 minutes from New York?
Why Louis likes brokers and ways to play China Property.
The conversation is based on the Mega Trends presentation Louis gave in HK as well as takeaways from our trip to Shenzhen. The full 57 slide deck is below.
I’ve also included a YWR Intelligence report on the Chinese property play Louis mentions at the end.
