From Boom to Bust: Why China's Stocks Lagged Behind Its Economy and Where to Invest Next

How badly has China's stock market performed except for one remarkable decadeWhat are the economic and governance factors that contributed to the underperformanceWhy it's too soon to write off China despite the structural headwindsWhat are the factors that contribute to economic growth and a robust stock market, and which emerging market countries display those factorsWhat are some ETFs to invest in countries with favorable economic tailwinds
SponsorsUse code MONEY10 to get 10% off on your NAPA Autoparts online orderNordVPN – Click here for a special offerUse this link to post your job for free on LinkedIn Jobs
Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.
Show NotesState-Owned Enterprises Going Public: The Case of China by Xiaozu Wang, et al.—SSRNA Model of China's State Capitalism by Xi Li, et al.—SSRNHas China given up on state-owned enterprise reform? by Nicholas Borst—The InterpreterChina Regulator’s New Slogan Fuels Buying Spree in State Firms by Bloomberg News—BloombergInvestors sour on Beijing’s bid to boost state-owned enterprises by Sun Yu—The Financial TimesChina’s 40-Year Boom Is Over. What Comes Next? by Lingling Wei and Stella Yifan Xie—The Wall Street JournalWhat just happened: Storm clouds loom for China’s economy by Sebastian Mallaby, et al.—The Washington PostImminent end of ‘demographic dividend’: Share of India’s working age population set to fall by 2036 by Tca Sharad Raghavan—The PrintWhat’s Holding Back India’s Economic Ambitions? by Shan Li and Vibhuti Agarwal—The Wall Street Journal
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.