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In this exclusive interview excerpt, Andrew dives deep into the current economic landscape of China with Patrick, a seasoned expert in global economics.
Join us as we explore the historical trajectory of China’s economic growth, the challenges posed by overspending on infrastructure, and the potential repercussions of malinvestment. Discover valuable insights into the global perception of China’s investments, and gain a nuanced understanding of the risks and returns associated with emerging markets.
Patrick’s channel: @PBoyle
00:00 Start
00:24 China’s Economic Situation
1:58 Essence of the Problem
3:49 Risks and Returns in Emerging Markets
6:00 Impact of Changing Cost of Capital
7:36 Sovereign Wealth Funds and Global Investments
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