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.

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About this episode

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, Spotify, or YouTube!**

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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

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