Comments
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STLet's bring him back, please. Interested to hear his thoughts after the recent events which may have caused him to amend his central thesis.
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AAWill be good to get Louis' perspective in light of latest yuan devaluation on RV TV!
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DMHindsight, but thr yuan was devalued. I'd be interest in Louis' comments in light of that move. Does become less bullish?
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DUAgreed China will try to present itself as being a worthy SDR currency but that will probably be denied Then what?
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JWlouis clearlylays out the potential for the downturn BUT followupinterview clearly needed to fully evaluate his insight/message...as with any manager, they need to do well in up AND down cycles..
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JOIt's fine to be bullish on China but you have to call a meteoric rise with amateurs and margin a bubble. It's fine to be long Japan equities but you have to mention they are killing the Yen.
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APWill the new controls derail the quest for reserve currency for Remnibi?
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AKPlease add a timestamp as to the date these interviews are actually recorded. It seems to me that is a rather relevant piece of info. Other than that, fantastic job by everybody at Real Vision!
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ETChina market down over 30%. I think it is safe to say you can't outsmart a communist.
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FVI think eveyone who say the timing on this is wrong are really missing the point. I think the key here is realizing the mentallity of chinese people and the importance of momentum. Good interview.
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scLouis thinks that the Chinese will keep their markets up at least till Nov this year. The stock market has now fallen big time and the authorities "best efforts" have been futile so far. Enough said
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amChina is a Communist regime. Communist regimes fail miserably in trying to manage i their economy. Now they are trying to manipulate their stock prices. No thanks.
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PRLouis is right about the MSCI weighting but how do you choose stock in an opaque market, with dodgy financials, unknown auditors, ridiculous valuations and political meddling. A pin and a monkey maybe
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TFGreat ideas and a very different viewpoint on China. Makes you question the 'Bear Thesis' on China and Chinese equities! Very good actionable ideas too. One of the best interviews to date
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JSThis probably wasn't the best time to publish a rah-rah Chinese stock market interview. I know you need to spread out releases, bu the timing on this one was bad.
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GTSo it's not based on fundamentals just MSCI weighting. mmmm, not sure about that argument. Let's see if Xi can stop the fall first.
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RW"A Great Leap Forward" interview 37:08 Raoul: "Of the China Bulls who's selling a product related to China doing well vs the China Bears" Sounds like Louis Gave is "Talking the Red Book"
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spEveryone talks their book. That is why it is THEIR book...
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ATWould love to hear Charle's point of view...
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AABit of a "talk your own shop" interview...
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ddAgreed - quick follow up on China stock meltdown would be timely. Great interview.
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IPA fund manager with sweet eyes! : )
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CWClear, thoughtful, concise commentary. Would love to see a follow-up interview regarding the Chinese stock market crash that seems to have transpired shortly after the taping of this interview.
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JWLiving in japan, I have had. Wrought tune explaining why this time it might be different...Louis nails it in 30 seconds, and fits it well within an overall Asian cultural context.
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WGOutstanding! I love how you have shown us cogent arguments why the Renminbi will be devalued and now an equally persuasive case on why it will strengthen. Bravo RVTV!
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TJWow another knockout discussion from two top investment gurus. I just can't imagine getting so many invaluable insights on China and Japan in a concise half hour anywhere else.