Behind China’s Veil of Secrecy

Published on
December 20th, 2021
51 minutes

The Long Game of Value Investing: Your Portfolio Shouldn’t Scare You

Behind China’s Veil of Secrecy

Real Vision Essential ·
Featuring Leland Miller and Darius Dale

Published on: December 20th, 2021 • Duration: 51 minutes

Is China’s official GDP hiding something? Has the Chinese consumer been making a comeback? In a must-watch interview for any current or potential investors in Chinese companies, China Beige Book CEO Leland Miller takes you past the headlines. Hosted by 42 Macro founder and CEO Darius Dale, Miller presents a data-based analysis of the Chinese economy's past, present, and future, revealing that you can’t trust the official numbers. He shares how his firm’s intensive proprietary research casts doubt on a number of official narratives from Beijing about the speed and composition of the nation’s COVID recovery. Recorded on December 17, 2021.