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

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The Rob Vinall Podcast

Robert Vinall

36 episodes

1 week ago

Rob explores topics around value investing and business.

Investing

Business

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Rob explores topics around value investing and business.

Investing

Business

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

The Rob Vinall Podcast

54 minutes 58 seconds

10 months ago

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

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

Show Notes Li Lu Talk referenced by Graham: https://mp.weixin.qq.com/s/nwdP3GR-H8-m94NUnlsM-g

Fred's letter on China: https://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2021-Q2.pdf

Blog referenced by Fred: https://www.baiguan.news/

Rob's book recommendation: "The Battle of Bretton Woods" by Benn Steil