How to Assess Political Risk in China Tech (92)

This week’s podcast is about political risk in China tech, but really it is about how to think systematically about the role of the State. And about making investment decisions on uncertain terrains.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Here are five investment approaches to uncertain environments.Stay out.Buy and sell fast.Focus on quantitative certainties. Tangible assets.Focus on really great businesses. And qualitative factors. Buy and hold through...