Capital Ideas podcast18 Okt 2019

Beyond the trade war: Long-term investing in China

Portfolio manager Winnie Kwan and investment director Kent Chan explore the long-term investment outlook for China. Amid a damaging trade war and political unrest in Hong Kong, they see the world's second largest economy as a classic stock picker's market — presenting select opportunities for patient investors.

Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

Winnie Kwan is an equity portfolio manager with 22 years of investment experience, 19 at Capital Group. She previously covered global exchanges, Asian utilities and small-cap companies as an investment analyst. Winnie holds master's and bachelor's degrees in economics from Cambridge. She is also a CFA charterholder.

Kent Chan is an equity investment director with 27 years of experience. Before joining Capital Group in 2016, he spent over 20 years in Asia. He previously headed the Greater China equity research team at Barclays and helped lead global and Asian technology equity research at Citigroup. He holds a bachelor's from the University of California, Berkeley. (Investment directors do not manage assets.)

This content is published by Capital Client Group, Inc.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

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