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Watched the interview of Louis-Vincent, who manages assets worth 1.6 billion dollars.
There are several interesting points.
He believes that China is like the United States in 2009.
We are welcoming a real bull market.
Under the pressure of the trade war from President Trump in 2018,
The Chinese government deliberately implements the "Real Estate Collapse Plan" to achieve industrial leapfrogging.
Then the re-inflation bull market will start, and in the long term, it will surpass the United States.
The United States and the West cannot truly decouple from China's supply chain.
Because their political system cannot bear the "growing pains" of economic transformation.