In this episode, Andrew discusses with Jayant Pandari the significant shifts in their Chinese investment portfolio, which has seen a tremendous rise of 50-70% in the past two months. They delve into the private sector's performance in China, contrasting it with state-owned enterprises. Jayant elaborates on the geopolitical backlash he faces for his views, particularly from woke communities and Indian diaspora in North America. They touch upon China's economic struggle, property market slump, and increasing demand for gold. Furthermore, they critically analyze East Asia's (China, Japan, and Korea) resilience, homogeneous culture, and law-based societies. The conversation also broaches topics on U.S. Army's current focus and potential for conflict between China and the U.S., with a cautious optimism towards East Asia's future. Join Andrew and Jayant as they unpack these complex and critical dynamics shaping the global investment landscape.
To find out more about Jayant Bhandari, please visit his website:
jayantbhandari.com/
Or follow him on X:
@JayantBhandari5
00:00 Introduction and Chinese Portfolio Success
00:40 Guest Introduction and Previous Interview Reactions
01:28 Discussion on Intolerance and Secularism
03:42 Investment Perspectives: Southeast Asia and China
05:35 Bullish on East Asia: China, Korea, and Japan
08:16 China's Property Market and Economic Adjustments
10:46 China's Demand for Natural Resources and Gold
20:51 Potential Conflicts and U.S.-China Relations
25:19 Concerns About U.S. Military and Society
28:13 Conclusion and Contact Information
29 июн 2024
