china world’s best risk-adjusted investment opportunity peter fuhrman chairman
TRANSCRIPT
CHINAWorld’s Best Risk-Adjusted Investment
Opportunity
Peter FuhrmanChairman
China
The Six TransitionsExport ConsumerState PrivateRural UrbanYoung OldPoor RichEast West
The Small Vibrant Pulse
The New Yukon
The Entrepreneur
The Six Overcomes No capital No level playing field No legal recourse No market No trust No exit
The Investor
The Six Desirables Scale Cheap Boss Barriers Compliant IPO-able
The Profit
The Six Ka-chings Fuel to a fire Improve and tighten Heads I win. Tails you lose Reverse taxation National Nestegg Enter cheap. Exit dear
Abracadabra
Turning nickels into dollars: 5x8=40 10x80= 800
The Risk
The Six Vexations Taxes = profits Wrong kind of money Back of the Queue Clampdown Also-ran Boss AWOL
