Is China Investable? Panel at at RV Capital's 2025 Annual Gathering

preview_player
Показать описание
Panel Discussion at RV Capital's 2025 Annual Gathering in Engelberg on 12 January 2025 with Graham Rhodes, Yixin Li, Fred Lui and Sofia Hou.

Rob's book recommendation: "The Battle of Bretton Woods" by Benn Steil
  1. Robert Vinall
  2. RV_CAPITAL
Рекомендации по теме
Is China Investable? 0:54:59

Is China Investable? Panel at at RV Capital's 2025 Annual Gathering

UPDATE: The Euro 0:13:15

UPDATE: The Euro Has Fallen, Trade War Emergency Plan, China U.S. Bombshell - What Next?

China's Economy is 0:13:27

China's Economy is NOT Collapsing

Chinese technology and 0:08:31

Chinese technology and investment vital to Britain's energy future

Xi’s foreign investment 0:14:07

Xi’s foreign investment crisis plunges China’s economy into turmoil

China's Trillion Dollar 0:18:09

China's Trillion Dollar Trade Surplus Proves Tariffs Are Not The Answer | #china #economy #trad...

This is an 0:00:10

This is an automatic solar panel cleaning system.

China's 'Common Prosperity' 0:59:14

China's 'Common Prosperity' Policy Panel

PANEL: Chinese Investment 0:28:01

PANEL: Chinese Investment in the U.S. at Vision China Forum

Expert Panel: Risks 1:03:37

Expert Panel: Risks and Opportunities in China's Economy

True Cost of 0:02:05

True Cost of Solar Panels | DON'T WASTE YOUR MONEY

The American Invention 0:05:01

The American Invention Dominated by China: Solar Panels | WSJ U.S. vs. China

Panel 2 China: 0:45:41

Panel 2 China: why the bigger picture appeal will remain unaltered in 2022?

China’s Next Economic 0:06:05

China’s Next Economic Transformation: Going Carbon Neutral by 2060 | WSJ

715 watt topcon 0:00:16

715 watt topcon solar panel price

New Era of 2:54:33

New Era of Chinese Economy and China’s Financial Opening-up: Panels 3 and 4

The shocking Solar 1:23:18

The shocking Solar Goldmine that is Making India an Energy Superpower? : Solar Square Case study

Solar panel factories 0:08:39

Solar panel factories in the United States are going broke, except the ones China is building.

China’s Economic Situation 1:42:59

China’s Economic Situation and Financial Reform: Stabilization or Stalling? Panel 3

U.S. bans China 0:01:14

U.S. bans China solar panel firm over forced labor

DHS Raids Chinese 0:00:29

DHS Raids Chinese Solar Panel Maker in Florida, California | Trailer | China In Focus

2018-2019 Investment Financing 0:59:17

2018-2019 Investment Financing Panel: Woo China Conference 2019

Alarm Raised: Are 0:07:59

Alarm Raised: Are China's Cyber Hackers Using Solar Panels to Spy on You?

Solar Panels Require 0:00:26

Solar Panels Require Only a Little Maintenance #shorts

Комментарии
Автор

What is the name of the fund Yixin Li runs?

petercheung
Автор

53:23 thanks for the shoutout there Fred, really appreciate it

Robert_baiguan
Автор

great panel. besides Graham and Fred, do the other two panelists also publish annual letters?

enriquebecerra
Автор

Rob, one interesting fact that was not brought up. Last year, was the first time ever mainland China was in the top 10 of FDI into Vietnam. This was not from belt and road infrastructure as we see in other countries, it came from Chinese companies building factories in northern Vietnam, to bypass US tariffs presumably. (I live in Vietnam). Thank you for putting on these events.

justinbeghly
Автор

whats the point to ask a group of Chinese for this topic. US white guy LO should be the panelist.

movielover