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Why Chinese Bond Yields Have Collapsed | Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property Bonds

Why Chinese Bond Yields Have Collapsed | Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property Bonds

Monetary Matters with Jack Farley

January 22, 20251h 24m

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Show Notes

This Monetary Matters episode is brought to you by VanEck. 

Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack


Louis Vincent Gave, Founding Partner & Chief Executive Officer at Gavekal, joins Monetary Matters to share his perspective on China in 2025 and beyond. Recorded on January 20, 2025.


Follow Monetary Matters on:

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Follow Jack Farley on Twitter https://x.com/JackFarley96

Follow Louis Vincent Gave on Twitter https://x.com/gave_vincent?lang=en

Arthur Kroeber book, “China's Economy: What Everyone Needs to Know”: https://www.amazon.com/Chinas-Economy-Everyone-Needs-Know%C2%AE/dp/0190239034

Louis Vincent Gave’s book, “Avoiding the Punch: Investing in Uncertain Times”: https://www.amazon.com/Avoiding-Punch-Investing-Uncertain-Times-ebook/dp/B09VHDBXYL/ref=sr_1_7?dib=eyJ2IjoiMSJ9.W_PznDbWJKTl-zd_BOIBZNrHLa30eAYoCsZGe1ZpZwRhjIip7Xd8SpCuG-DD3aQbL5eMVpAPzCxO34wzVfJLqNyukXrF4ZKT-K_L6rUFfas.Uiti9KCVO588GfCFlmEf0BbhZ2deqYObl4DW-bw2l_A&dib_tag=se&qid=1737553285&refinements=p_27%3ALouis-Vincent+Gave&s=books&sr=1-7