Love China or Hate China, you cannot ignore China

Rajeev Thakkar discusses the economy of China, how different leaders of the same party have performed, some of the leading Chinese companies and... why he may not consider investing in them, as of now.
Presentation file (in the description box): ppfasfof.com/love-china-or-ha...
We also recommend you watch this documentary on Li Lu, titled "Moving The Mountain" : • Li Lu Documentary (Com...

[@ppfasmf]

We also recommend you watch this documentary on Li Lu, titled "Moving The Mountain" : ua-cam.com/video/L6kQmoAke2A/v-deo.html

[@raftar_the_explorer]

Sir it would be great if you can create a video on how to analyse a company for new investors.I found one of yours video but it was quite old and was not able to get much from it.

[@manishanandbhak]

Hi good people at PPFAS, please help us understand DAO, Web3.0, and block chain -> and how can they impact companies such as Amazon, Facebook, Microsoft, and Google - and possibly other companies that assume current world order

[@PsychologyinTamil]

This is not a Fund House. It carries on the legacy of Mr Parag Parikh in giving Financial Enlightenment to the common Man! Kudos to Mr Rajiv!

[@GokulnathK]

Well said Bro! I'm glad, I'm a follower of both the channels (yours and PPFAS - following and invested a lot here).

[@LaNcEsuperb]

I have read somewhere that one of many great things a person can do is enrich the knowledge of other person. I dont have any words to express gratitude to rajeev sir and ppfas team and probably it is the case with many others. ,🙏🙏🙏

[@Khallnayakkk]

Rajiv Sir is an institution in himself, carrying the legacy of the Great Parag Parikh. This session was pure gold. Brilliant.

[@rajasburra]

PPFAS is a family. I hope it stays like this forever!

[@shubhamjain54519]

Nothing is permanent

[@suvajitmca]

Best fund house, Best knowledgeable person Mr. Rajiv.. Thank you for making me rich....

[@rocking1313]

Very Insightful eye-opening presentation Mr. Thakkar! I found it much more useful than discussions on CNBC with Ray Dalio etc. on China. I always asked myself why Berkshire does not buy Chinese tech giants...after all Mr. Buffett could easily get Li Lu to advise him and deploy his elephant gun in one or more of Chinese tech giants. Now I know how large my circle of incompetence is in evaluating a stock in China even if it is one of the largest companies in China. Big thanks again !

[@mansoor.ahmed.m]

Always rational and keeps emotions away, that's what makes Rajiv sir a great investor. Love his speeches, we always walk away with depth on the subject. Thank you sir.

[@आकाशधारीवाल]

Lots of blessings to Rajeev sir and his family and ppfas team

[@tanmoysal3845]

Excellent presentation and insightful takeaways from this. Thanks PPFAS !

[@shankar996754]

Excellent presentation Rajiv! Thank you for taking time despite having personal emergency. I think this is the most unbiased and objective assessment of China. A lot of perception was cleared by facts and evidences. The Yahoo- Alipay case was an eye opener. So thanks for compiling all this information in a concise manner

[@DipevPatel]

thank you so much rajeev sir for putting your time and effort in the midst of tough times and to other all fund managers and team ppfas, many thanks.

[@nikhilsinha6410]

What an eye opener!! Thank you Mr. Thakkar & PPFAS.

[@dhirajchopda3573]

Thanks entirely PPFAS & Rajiv ji 🙏

[@shashankke250]

It was worth the time :)
Thank you !!!

[@rathi_khushal_]

As always Excellent Presentation Rajiv Sir👍

[@aseebap]

Perfect time to come up with this video !

[@subharanshurath9607]

Thank you so much Rajeev Sir. Great Fund House PPFAS❤

[@paisa9614]

Great video really admire rajeev sir efforts and knowledge

[@BhaskarVittalGubba]

What an elevator pitch that you ignore China whatever the market thinking is. Thanks PPFAS team for such quality and insightful content. Kudos to all the fund managers for such stellar fund performance.

[@varunjain5789]

Great lectures on investing !!

[@Yatharth_00]

Glad to know you visited Sikkim I wish I had a chance to meet you 😊

[@santoshkumar-uh3xv]

Voila!! what an eye opener!

[@OpenNewDoorswithVivek]

It was an eye opener. Superb presentation 👍

[@shashankke250]

Wow I didn't know so much
Especially about Alli baba and Yahoo
Thank you so much sir

[@KunalNune]

Been wanting this since forever

[@sumitkhanchi7728]

Thanks for these insights.

[@arunsreenivasan4746]

PPFAS as always. Favorite. There is only one right way. ✅

[@govindarajan6576]

Excellent Rajiv great insight , parikh great team.

[@mohitagarwal5811]

Excellent session..

[@IMSRGURJAR]

Great knowledge👌

[@spiritualgupshup]

Really insightful and brilliant presentation!

[@amansingh18]

Thanks a lot sir 🙏🙏🙏🙏

[@dineshturakhia6409]

nice presentation.............thanks 👌

[@rishabhpatel1767]

amazing presentation

[@bikaner74]

How can we attend these sessions

[@timespankaj]

Hope family is doing fine Rajeev, get well soon ...

[@darshanthacker773]

How can one attend a live session of Financial Opportunities Forum?

[@ppfasmf]

Dear Darshan. Thank you for your interest. Please click here for more details: ppfasfof.com/join-us-now/

[@songoku-jx3cb]

Amazing job !

[@jghosh5574]

kindly add subtitle

[@akashpawar189]

Would be better if spped up a bit and cut run time by half

[@आकाशधारीवाल]

Full of knowledge

[@jsk8026]

What is your view on hero motorcop

[@bchakradhar3483]

Appreciate your effort and it’s eye opener on shadow stuff of our neighbour country.

[@malcolmchakraborty6848]

Sir, any book that comprehensively captures these sentiments on china?

[@drd2587]

I am just curious to know how did Oyo manage to set shop and mange to grow in China 🇨🇳 .... can you please shed some light ?

[@deepak2012able]

Rajiv sir is a good fund manager.

[@mandarchoudhari3270]

keep going

[@bibhuprasadsukla9269]

Point:- Munger is a materialistic person

[@bloodbathy]

US SEC dont see all these... shell company holdings.

[@manishkumavat8831]

1:25:43 Why solar panel may suddenly stop working across globe

[@kungfupandey]

Superb one of the best presentations of facts made. Unfortunately whatever India seems to be headed the China way in certain ways.

[@santoshsp5020]

Finally money matters

[@kumarabhinav1176]

Proud family of ppfmcp

[@ABHISHEK0058]

Last two minutes.

[@sparkleforever6323]

which funds of India invests in China?

[@ASK-ko9qx]

edelwiess tokio

[@jeetsaha752]

Axis kqisa rahega ?

[@manishkumavat8831]

How Yahoo owned 43 percent of alibaba 54:40

[@ajsujit]

1:2:40 raw wants to know your location. 🤣

[@demonridera]

The economic analysis is fine but the political insight is naive

[@khushal-ch9rc]

1.25x

[@djayjustfollowme]

U love virus County, xi virus love u 💓

[@siddharth0401]

China has already crashed, it's just that it's not out in the media, it could be in similar situation like how Japan was in the 90s, nikie hasn't reached the same high in decades

[@spachiap]

Just for laughs...PPFAS happy to take hits by Indian Govt, but not ready to take hits from Chinese. That's why your holdings have one Govt. entity in PowerGrid 🤣

[@rammahesh3349]

🤣🤣China is not a woke open society boss they are civilization state and they don't believe in stupid democracy

[@shrikantlimaye9213]

WE ARE NO WHERE NEAR TO 'SINASTHAN'

[@jibenbhatt]

J K Bhattacharyya, London
I wasted only 3 seconds on watching your video because of the two greatest evils of the modern world - China and Hindi as these two are the only two expansionist forces in to-days world, despite English being retained as one the national languages of India and despite India's success in many fields owes entirely to the English language! Try as you may - you may destroy Bengali from West Bengal but God wishes to keep Bengali language and culture alive and kicking in Bangladesh! Joy Bangla - dui Bangla ek hoke! - tomorrow!

[@sawanshan8436]

it should have been in hindi

[@sidharth_chandrasekar]

Then how PPFAS investor in Chennai understands??

[@kanch291982]

+1

[@uma_r]

It should have been in Mandarin

[@sumukchelseafc1]

Why? Not every Indian understands Hindi...