[IMPORTANT: Make this 4 times longer with much more detail]
The case for China on x (opens in a new window) The case for China on facebook (opens in a new window) The case for China on linkedin (opens in a new window) The case for China on whatsapp (opens in a new window) Save The case for China on x (opens in a new window) The case for China on facebook (opens in a new window) The case for China on linkedin (opens in a new window) The case for China on whatsapp (opens in a new window) Save Published March 11 2025 Jump to comments section Print this page Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Your browser does not support playing this file but you can still download the MP3 file to play locally. Investors have long been wary of China, piling into US markets, no matter what the climate. But is that changing? Today on the show, Rob Armstrong and Aiden Reiter talk to Ruchir Sharma, a columnist for the FT and investor at Rockefeller Capital Management, about the case for China now. Also they go long BYD, and long Vietnam. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer . You can email Robert Armstrong and Katie Martin at unhedged@ft.com . Read a transcript of this episode on FT.com View our accessibility guide . Copyright The Financial Times Limited 2025 . All rights reserved. Reuse this content (opens in new window) Comments Jump to comments section Promoted Content Follow the topics in this audio Markets Add to myFT Chinese business & finance Add to myFT Unhedged Podcast Add to myFT Comments Comments have not been enabled for this article.
