On the ground in China

On the ground in China

Recorded in Hong Kong, this episode takes you behind the scenes for an in-depth look at China and the critical issues of growth, trade and geopolitics. Host Matt Miller dropped in on investment analyst Andrew Dougherty, economist Stephen Green and portfolio manager Steve Watson to get their perspectives on themes of vital importance to investors the world over.

Andrew Dougherty covers Asia-Pacific real estate as an equity analyst. He has 14 years of investment industry experience, all with Capital Group. Earlier in his career at Capital he was a China economist and research director. He holds degrees from Cambridge and George Washington University.

Stephen Green covers Asia as an economist. He has 14 years of investment industry experience, four with Capital. Previously, he was head of research for Greater China at Standard Chartered Bank in China and Hong Kong. Before that he ran the Asia program at Chatham House, the U.K. think tank. He holds a PhD in government from the London School of Economics and a first-class honors degree in social and political sciences from Cambridge.

Steve Watson has 31 years of investment experience, 29 with Capital. Earlier in his career, as an equity investment analyst at Capital, he covered Asian property and transportation, as well as European transportation and utilities companies. He has an MBA in finance and an MA in French studies from New York University as well as a bachelor's in French from the University of Massachusetts.

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.

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.

Avsnitt(313)

The psychology of building portfolios to withstand any cycle

The psychology of building portfolios to withstand any cycle

Before becoming a fixed income portfolio manager, Shannon Ward's passion was psychology. Today, she uses understanding people and behavior to inform her investment strategies in high-yield bonds.   Ke...

5 Mars 21min

How to find generational AI businesses – the 'move 37' moment

How to find generational AI businesses – the 'move 37' moment

Equity investment analyst Drew Macklis discusses how Capital Group is seeking an edge in analysing the ever-growing world of AI.  #CapGroupGlobal This content is intended to highlight issues and be o...

4 Mars 25min

Black gold: The outlook for oil prices

Black gold: The outlook for oil prices

Capital Group equity analyst Darren Peers shares his outlook for oil prices. With rising geopolitical uncertainty in Iran and Venezuela, Darren discusses how these events are affecting the global ener...

26 Feb 23min

Regulation dictates opportunity in US utilities

Regulation dictates opportunity in US utilities

Fixed income investment analyst Julian James discusses the prospects for investment grade US utilities.  Julian outlines why regulation is the key driver of quality for companies in this space and how...

24 Feb 21min

Amazon CEO on leadership, innovation and customer obsession

Amazon CEO on leadership, innovation and customer obsession

In a company as massive as Amazon, fostering a culture of speed and innovation is a difficult task. But CEO Andy Jassy says the secret is being customer obsessed to the point of writing press releases...

19 Feb 31min

Rob Lovelace on the year ahead (2026 edition)

Rob Lovelace on the year ahead (2026 edition)

Capital Group portfolio manager Rob Lovelace, principal investment officer of New Perspective Fund®, discusses his outlook for the global equity markets in 2026 and beyond. Joined by special guest, in...

12 Feb 40min

Why being an investment analyst is the "best job in the world"

Why being an investment analyst is the "best job in the world"

Investment analyst Kelly Murphy shares her journey from trading to investing and explains why learning for a living makes this role so dynamic and rewarding. Get an inside view on her day-to-day cover...

5 Feb 29min

Finding durable value in high yield tech & financials

Finding durable value in high yield tech & financials

Fixed income investment analyst Sandro Lazzarini joins investment director David Bradin to discuss high-yields, an often overlooked area. Sandro explains how he values companies in transition, and why...

4 Feb 20min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
rss-svart-marknad
uppgang-och-fall
avanzapodden
svd-tech-brief
fill-or-kill
rss-den-nya-ekonomin
rss-dagen-med-di
lastbilspodden
borsmorgon
ekonomiekot-extra
dynastin
rss-kort-lang-analyspodden-fran-di
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
market-makers