China v US stocks over 100 years – who wins?

Discover how China’s innovation, US dominance, and ETFs like Dragon could shape your portfolio over the next 20 years.

In this Australian Investors Podcast episode, your hosts Owen Rask and guest Billy discuss:
– The rise of US innovation and capital markets since WWII
– China’s top-down growth model and policy-driven sectors
– The Dragon ETF and capturing China’s growth themes
– AI, semiconductors, and the future of global investing

If you love learning about global investing, innovation, and ETFs, subscribe to the Australian Investors Podcast on [Apple](https://podcasts.apple.com/au/podcast/australian-investors-podcast/id1414707038), [Spotify](https://open.spotify.com/show/6RhitW2pBXlhKnXPVFF5Ok), or [YouTube](https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA)!**

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Topics Covered
– How the US built its dominance in innovation and capital markets
– China’s top-down growth model and policy-driven sectors
– The Dragon ETF and where China’s growth is focused
– How to think about allocating to China in long-term portfolios
– Final thoughts on AI, semiconductors, and future global innovation

Resources for This Episode
www.globalxetfs.com.au
Visit TermPlus to learn more https://termplus.com.au/?utm_source=rask&utm_medium=podcast&utm_campaign=investors&utm_term=general&utm_content=video

Rask Resources
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DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.

If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.

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