Chinese Communist Party

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Feb 28, 2022 by Marko Papic · said 16 times in 7 episodes since 2017 · across every show →

Mentions by year

brought up most by Louis-Vincent Gave (5), Richard Lawrence (3), Marko Papic (3), Tom Lenehan (2), James Aitken (2), Daniel Graña (1)

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Everything said about Chinese Communist Party, oldest first

Feb 28, 2022 neutral
Opinion
Papic: China's CCP legitimacy depends on living standards, not Taiwan
“The Chinese Communist Party can be a legitimate domestic political force without reunifying with Taiwan. We know that because they haven't, and they're legitimate. They continue to rule China. Whereas we don't know what would happen to the Chinese Communist Pa…”
Marko Papic Feb 28, 2022 ▶ 37:28 Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
Oct 10, 2022 bullish
Prediction Not checkable as stated
Gave: Chinese markets will rally if CCP signals a successor to Xi
“On the flip side, if the party comes out and says, okay, Xi Jinping gets another mandate for five years, but in five years' time, he's done, and it'll be these guys who will be in charge in five years, the Chinese markets will rally a lot.”
Louis-Vincent Gave Oct 10, 2022 ▶ 36:24 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
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