This guy apparently has very different understanding of the word “freedom” than most of the people here in the United States. Growing up in China and still spending quite a lot time there, I can tell you it is not uncommon, which is sad. When you stop using an organ, it stops developing, so is the ability and need to think critically and independently. A lot of people, old or young, do not criticize the system or the government, not because they don’t care, or they are not interested, because when you cannot do something for thousands of year, or do it at the risk of being persecuted, keeping the mouth shut becomes a survival mechanism and second nature. You no longer have the need or desire to speak up, nor the ability to do so. When young people in a country only care about making money, and nothing else, this is something to mourn, not something to cheer about.

I agree, China is amazingly creative and innovative. More democratic in many ways. One question I wanted to hear was the change from foreign brands to domestic. Is this a trend and how do I invest i.e. consumer goods; shoes, clothing, cars...and the timeframe for this transition.

The transcript to this interview is available here: https://we.tl/16LSTGzClo

Where is the transcript available?

I'm glad the transcript is avail. I couldn't understand half his remarks without it! His insight into Chinese moviegoers is such a revelation.

Great stuff, the last 2 minutes interested me the most, I had no idea of the young generations freedom and lack of interest or care for the government in China. Hugely interesting and an immense shift

So he is talking about 10 years? I have the sense he is trying to attract the money from the crowd here. where does he park his own wealth? In China or oversea. if oversea, he is talking about 10 yea

I think most westerners will be misled by him. Hu emphasizes on the consumer product sector because China has 1.4 billion population. but he did not say the political risk. you just ask Hu where he

I think he's saying young people don't give a rat's arse about politics. They are far more interested in their smartphones and consumerism. Does that bode ill, or well for the country? I don't know.

Thank you Matt & Grant. I wonder how the clash between government control and unbridled youth will play out? Another Tienanmen Square, maybe? Or will Communism step aside and allow full Democracy?

amazing insights , thanks for sharing the transcript. Just noted that you took out a lot of publications from research tab which were posted last month

I guess I'll be the contrarian here. If what he is saying is true, China is a bigger train wreck than I thought. Massive missallocation of capital and the young dont care about the government?

Great point on shorting elephant co's. U need big money to sell out when fraud is detected. Since lending is lax, the less liquid fraud co's can keep it going by borrowing & buying back stock.

Loved it. Cycle discussion is key. We should not believe everything we perceive or think we know about China. Thank you RVTV, Grant et al.

Top 5 value add interview yet Grant. Hats off.

would have liked his opinion on Gold! Nice interview though.

Awesome insider insight into Chinese markets - thanks for the downloadable transcript, really helpful!