Share this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (April 27, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (April 27, 2025)Debunking China's claims on luxury brands, “misunderestimate” Asia, India trip report, Middle East investment opportunities, South Africa listed property, Trump 2.0/tariffs, March/Q1 fund updates, etcApr 27, 2025∙ Paid1Share this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (April 27, 2025)Copy linkFacebookEmailNotesMore2Share

I was listening to a podcast the other day that reminded me of a YouTube channel I had forgotten about where a South African and (I think) an American or Canadian ride around China on ADVs filming and talking (realistically…) about living in China.

They now have a new YouTube channel called The China Show and are obviously not living in China any more as they give a realistic point of view about China - not Gordon G. Chang “China is going to collapse soon” kind of propaganda and not the blatant pro-China propaganda you now see all over Twitter/Tik Tok (and often now in the Western anti-Trump/tariff media…). They also make it clear that they back up everything they talk about with footage or from a decade+ of experience living and traveling around China.

In this video from last week, they discussed the videos going around (that I covered last week) about the foreign and luxury brands (in particular) allegedly being made in China: