Comments
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SSPlease bring him back. Super awesome!
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JCImpressive. Has anyone used this firm's service for private investors? It would be good to know what you thought/think of them...
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MFAmazing interview.
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RFSuch a smart guy!. he spits out so much data and analysis off the top of his head in such a short period of time. knowledgeable guy too!
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RMI have been using the China M1 data provided by OECD. But this is 3mths old. Anyone know where more up to date M1 numbers are?
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GCReally solid analysis, keep it up!
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ETGreat interview! No idea how 14 people see fit to give this a thumbs down. Whether you agree or not, his thought process and delivery are excellent.
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AHLove it!
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SGVery interesting interview. One of the clearest expositions I've seen of China's current economic and financial situation and the options it is facing. Tian makes a very good point regarding the household sector always being the sector that has the least political power and representation, thus reinforcing the case for a possible CNY devaluation in the near future.
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DGAwesome interview. Hope to see more frm him in the future
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THOne of the most helpful videos on RV for refining my analytical framework---a perfect compliment to Raoul's last piece. Awesome.
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JSHonestly, too many salient points to comment in this short space. I just feel smarter after having listened to this great orator. Thanks.
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KBFunny chap. Will US have recession and what will China do? What a chutzpah.
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T~Great interview, always good to be reminded of my cultural bias when I think I "observe" other countries. More on china please :-)
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dbSuperb!
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JNWhere can one find out the monetary flow into the equity market? (one of the five points he mentioned near the end).
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RMVery sharp analysis, liked it a lot! Agree with the volatility likely to rise over the next few months play too.