The real China bull case even China hawks/watchers don't appreciate yet is pretty simple: by default we should expect China to grossly surpass all previous attempts at industrial growth, because it has way more people, of greater discipline and math aptitude, at greater density.
Marko Jukicx.comThe real China bull case even China hawks/watchers don't appreciate yet is pretty simple: by default we should expect China to grossly surpass all previous attempts at industrial growth, because it has way more people, of greater discipline and math aptitude, at greater density.
an AI lab that focused on recreating trade and process knowledge would be the most valuable company on earth by a longshot https://t.co/msG76OkINv
China now adds more solar capacity every month than the U.S. has installed since Edison. By 2035, Shenzhen alone is projected to be producing 97% of global EV batteries, 85% of industrial robots, and roughly 900 times as many drones as the rest of the world combined. Shipyards in Dalian and Shanghai are already delivering the equivalent of one... See more
I thought Russell Napier had a pretty interesting take on why Chinese stocks are likely "a dangerous trading opportunity"