A few days ago, Li Lu discussed how to invest in China in a talk at Columbia University.
China goes through a cycle every 10 years. In each cycle, some people are the beneficiaries, while others pay the price—so you must make sure you’re not among those who pay the price.
For example, those holding real estate now are the ones paying the price, while those investing in AI and chips are the beneficiaries.
China goes through a cycle every 10 years. In each cycle, some people are the beneficiaries, while others pay the price—so you must make sure you’re not among those who pay the price.
For example, those holding real estate now are the ones paying the price, while those investing in AI and chips are the beneficiaries.