Why Oaktree's Marks Is Optimistic About China

The transcript discusses the complexities of investing in China, focusing on regulatory risks, the contrarian approach to investment, and the potential rewards. It highlights the speaker's positive experiences with investing in non-performing loans (NPLs) in China, despite challenges in the property sector and legal uncertainties. The speaker expresses optimism about China's future role in global finance, acknowledging potential risks like geopolitical tensions with Taiwan. Overall, the discussion emphasizes the balance between risk and reward in the Chinese market.

Discuss the implications of the relationship between China and Taiwan on China's investment climate.

In what ways does the speaker believe China's governance structure affects its economic decisions?