Online Companies Benefit From Shelter-In-Place: INCE Capital

The transcript discusses the impact of COVID-19 on various business sectors, highlighting the decline in offline businesses like restaurants and hotels, while online sectors such as education and entertainment thrive. It also covers the recovery of the travel industry in China, with domestic travel resuming and expectations of a spike in travel during holidays. The Chinese bond market is addressed, noting a drop in yields and potential actions by the PBOC to stimulate the economy. The VC industry in China is discussed, emphasizing the availability of liquidity and the integrity of most startups despite some allegations of malpractice.

How has the liquidity situation in the VC industry in China changed during the pandemic?

What is the sentiment regarding corporate malpractice in high-flying startups?

What qualities do the majority of startups and entrepreneurs in China possess according to the speaker?