State Owned Enterprises

topic on 3 shows · 4 statements across 4 episodes

American Optimist WTF is with Nikhil Kamath Capital Allocators

4 statements about State Owned Enterprises, every show

AMERICAN OPTIMIST Assertion Not checkable as stated
Ridley: Chinese entrepreneurs are being absorbed by state-owned enterprises
“You've seen what's happened to a lot of Chinese entrepreneurs, they've been swallowed up by state owned enterprises or partnerships with them.”
Matt Ridley Nov 21, 2025 ▶ 23:55 What Steve Jobs Knew About Innovation That You Don't · Joe Lonsdale
WTF Assertion Contradicted
Sharma: China laid off 90 million state enterprise workers in 1990s
“In the Nineties. This is one thing which I find very fascinating. China fired ninety million people from its state-owned enterprises.”
Ruchir Sharma Sep 3, 2025 ▶ 9:50 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
CAPITAL ALLOCATORS Assertion Partly supported
Graña: State Enterprises Make Up Roughly 75% of Vietnam's Stock Market
“About three quarters of the Vietnamese stock market, maybe a little less now, are state-owned enterprises, which again, we struggle with from a governance perspective. And then of the remaining balance in Vietnam, many of those have hit their foreign ownership…”
Daniel Graña Sep 30, 2021 ▶ 44:48 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Mauzé: 1990s China lacked distribution networks and was dominated by SOEs
“But there was really over in China at the time, there was really no great distribution network. And it was all big state owned enterprises, which also made it difficult to kind of work out relationships.”
Mike Mauze Mar 2, 2020 ▶ 9:58 Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)

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