Episode Details

Notes on China
3/5/2025
Dwarkesh Podcast

Key Insights

Bearish:

  • 🔻 $CHINAEQUITIES - Chinese equities have been performing poorly for an extended period, indicating a bearish outlook for the overall Chinese stock market.
    • And even if you somehow make it to the public markets, Chinese equities have been performing terribly for years.” - Dwarkesh (33:45)
  • 🔻 $CHINAVC - 🔒
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  • 🔻 $CHINATECH - 🔒
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  • 🔻 $CHINAEDU - 🔒
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  • 🔻 $CHINARE - 🔒
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