Money Maze Podcast6 Tammi 2022

53: To Allocate or Not To Allocate? Investing in China in 2022 - Roundtable Special

In a first for the Money Maze Podcast, this episode brings together the perspectives of 3 China experts to discuss the economy, public equities and private assets.

The three guests are Chingxiao Shao, CEO of Red Gate Asset Management, Ron Cao, Founder & Managing Partner of Sky9 Capital, and Chi Lo, Senior Economist at BNP Paribas.

The objective in this podcast is to explore the investment opportunities available in public and private markets after a year in which rising political tensions and government interventions have brought about a sharp bear market.

The conversation begins with a review in which it is clear that the Chinese central bank has not resorted to debt monetisation on the scale of the Fed, whilst China still enjoys huge trade surpluses, unlike the US with its large deficits. We discuss the implications of this for Chinese fixed income products and the currency.

We then move to questions about the importance of the private sector to the Chinese economy and examine whether new regulations which have led to sharp declines in headline names and sectors suggest anything more insidious.

From there, Ching discusses the opportunities in public equities, Ron covers VC and Chi provides context and warns of the dangers of viewing Chinese assets through an exclusively Western lens.

The discussion reviews the very large buybacks seen in Hong Kong by many corporates and their owners, the valuations and opportunities, as well as fault lines and red lines that Ron, Ching and Chi believe are important.

Finally, we discuss whether Chinese assets may actually offer country diversification, given their evolution and the different current monetary stance.

Kokeile Premiumia

Nauti 14 päivää ilmaiseksi

Tilaa Premium

Jaksot(232)

8: Helen Watson – CEO Rothschild & Co, Wealth Management, UK

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Helen Watson describes her untypical journey into finance. After attending multiple schools and then being advised to go ...

14 Heinä 202031min

7: Chris Ralph, Chief Strategist, St James's Place Wealth Management

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn As a FTSE 100 company, managing over £100 billion for 750,000 clients, St James Place (SJP) has been a great financial su...

2 Heinä 202043min

6: David Yarrow of David Yarrow Photography

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Dave Yarrow is considered one of the world’s greatest photographers. 3 former US presidents have his masterpieces adornin...

18 Kesä 202044min

5: Mark Mobius. CEO Mobius Capital Partners

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Mark Mobius, who has been referred to as the Godfather of Emerging Markets, was named as one of the 50 Most Influential P...

9 Kesä 202040min

4: Anthony Dalwood, CEO, Gresham House Plc

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Tony Dalwood studied Economics and Accounting at Bristol University and then Management and Business at Cambridge, where ...

28 Touko 202032min

3: Sarah Gordon, CEO, Impact Investing Institute

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Our conversation begins with a glimpse of Sarah’s inspiring journey from finance, to journalism and now to the critical w...

14 Touko 202028min

2: Nick Finegold, CEO, Curation Corporation

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Nick Finegold describes his journey through the world of finance, first in equity sales, then as the founder of his own b...

21 Huhti 202036min

1: Peter Harrison CEO, Schroders PLC.

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Peter Harrison, included in Debrett’s 500 most influential people, starts by describing a rebellious youth that led him t...

25 Maalis 202035min

Kaikki yhdessä sovelluksessa

Kuuntele kaikki suosikkipodcastisi ja -äänikirjasi yhdessä paikassa.

Sinulle valikoitua sisältöä

Podme-sovelluksessa kokoat suosikkisi helposti omaan kirjastoosi. Saat meiltä myös kuuntelusuosituksia!

Jatka kuuntelua koska tahansa

Voit jatkaa siitä mihin jäit, myös offline-tilassa.

Premium

9,99 €/kk

Kaikki premium-podcastit
Ei mainoksia
Ei sitoutumista, peruuta koska tahansa

Aloita 14 päivän kokeilu

Premium

13,99 €/kk

Kaikki premium-podcastit
Ei mainoksia
Ei sitoutumista, peruuta koska tahansa
Yksi lisäkäyttäjä

Kokeile 14 päivää maksutta

Suosittua kategoriassa Liike-elämä ja talous

Tarinat ja äänet, joita rakastat kuunnella

Kuuntele kaikki suosikkipodcastisi ja -äänikirjasi

Lue lisää