Is China Investable? Panel at RV Capital's 2025 Annual Gathering

The Rob Vinall Podcast - A podcast by Robert Vinall

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Panel Discussion at RV Capital's Annual Gathering in Engelberg on 12 January 2025 with Graham Rhodes, Yixin Li, Fred Lui and Sofia Hou. Show Notes Li Lu Talk referenced by Graham: https://mp.weixin.qq.com/s/nwdP3GR-H8-m94NUnlsM-g Fred's letter on China: https://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2021-Q2.pdf Blog referenced by Fred: https://www.baiguan.news/ Rob's book recommendation: "The Battle of Bretton Woods" by Benn Steil

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