The case for China - podcast episode cover

The case for China

Mar 11, 202522 min
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Episode description

Investors have long been wary of China, piling into US markets, no matter what the climate. But is that changing? Today on the show, Rob Armstrong and Aiden Reiter talk to Ruchir Sharma, a columnist for the FT and investor at Rockefeller Capital Management, about the case for China now. Also they go long BYD, and long Vietnam. 


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You can email Robert Armstrong and Katie Martin at [email protected].


Read a transcript of this episode on FT.com

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The case for China | Unhedged podcast - Listen or read transcript on Metacast