In early April 2024, I returned to China and visited Shanghai, Beijing, Shenzhen, and Hong Kong. The purpose of this memo is to reflect on what I saw whilst travelling around these thriving megacities and what I heard in many conversations with friends, fellow investors, businesspeople, and artists.
I published a memo after returning from my first post-covid trip to China one year ago. I wrote then that I was sceptical before the trip about how much one person can learn from spending a few days in a country as vast as China. As it turned out, I was pleased to report, quite a lot. This time too I was sceptical, and this time too I was surprised about how...
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