Is China Investible? Top Investors Sound Off

The video discusses China's significant role in the global economy and the shifts in investment strategies as Chinese tech companies no longer rely on Western capital. It highlights ongoing developments and uncertainties in Chinese investments, while emphasizing the need for selective investments in sectors like education, healthcare, and housing. The video also suggests that China's market changes could create new opportunities.

What does the text suggest about the future of capital deployment in China?

What opportunities might arise as China trades off certain aspects of its economy?