"When I was younger, my mental image of an "investor" was someone who sat in an office, cranked out spreadsheets, wore a suit, listened to earnings calls, and traded stocks. In reality, investing - at least how we like to do it - is the opposite. Your job is to go out of the office, talk to people, travel the world, and try to understand where the future might be headed - so you can place your bets accordingly."
"After visiting more than 30 countries, I found China to be one of the more insular places I've been - outside of maybe a Myanmar or Cuba, which lack the economic reach that China already wields. That insularity - reinforced by government policy - could slow the spread of its cultural exports abroad. In many ways it feels like the country is at a crossroads. Betting heavily on moving up the economic value chain globally while still keeping the reins tight on domestic control."
Investing is portrayed as an active, outward-looking pursuit that relies on travel, conversations, and firsthand observation rather than desk-bound analysis alone. A two-week China trip included visits to electric car companies, Macau, and a humanoid robotics conference, yielding concrete technological and cultural observations. China displays notable insularity, reinforced by policy, which may slow the international spread of its cultural exports. The country appears at a crossroads, attempting to climb the global economic value chain while maintaining tight domestic control—a tension that creates both opportunities and risks for long-term investors.
Read at Big Think
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