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Chapters & Sections (53)
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00:00
GDP Growth Comparison 1987-2017
00:30
Market Opening and Investor Access
01:10
Host Introduction and Podcast Format
01:40
Reform Initiatives Since 1979
02:13
WTO Membership Impact
02:45
Made in China 2025 Plan Overview
03:15
Shift from Quantity to Quality Growth
03:47
Technology Focus Areas (EV, AI, Robotics)
04:18
Long‑Term Planning Culture
05:20
AI Investment and Global Implications
05:52
Competitive Edge vs. Collaboration in Tech
06:22
Geopolitical Tensions and Military Aspects
06:52
Trade War Context and Investment Outlook
07:56
Shift from Cooperation to Competition with the US
08:27
Competition as a Driver of Growth and Innovation
08:58
China’s Focus on Growth Over Geopolitical Stability
09:30
Domestic Growth as a Source of Party Legitimacy
10:01
Impact of Globalization and Technology on Developed Countries
10:32
Collateral Damage and Opportunities from China’s Growth
11:02
Investment Opportunity vs. Market Performance
11:34
MSCI Inclusion and Access to Chinese Stocks
12:05
Scale of the Chinese Equity Market and Investor Appeal
12:36
Democratization of Investment in China
13:06
Licensing and Process for International Investors
13:37
Sector Composition of the A‑Share Market
14:08
Corporate Governance and Confidence in Chinese Companies
15:09
Governance Requirements for Listing
15:40
Transparency and Data Availability in China
16:10
Satellite Imagery for Industrial Activity
16:41
Social Media Sentiment and Retail Investor Mood
17:13
Aggregated Market Sentiment from Online Data
17:45
Asking the Right Questions with New Data
18:18
Policy Maker Insight from Transcripts
18:48
Model Limitations and Trade‑War Considerations
19:20
Rapid‑Fire Personal Questions – Transportation & Tech Preferences
19:51
Personal Questions – Shark Tank Idea and Teaching Style
20:22
Personal Questions – China vs. US Market Capitalization
20:54
Closing Remarks and Legal Disclaimers
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