S4 Ep. 13 China: Biases And Narratives With Jason Hsu Investment Uncut podcast

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S4 Ep. 13 China: biases and narratives with Jason Hsu

1+ y ago 57:10

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Contenido proporcionado por Investment Uncut and Lane Clark. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Investment Uncut and Lane Clark o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

This week we’re speaking to an expert on investing in China: Jason Hsu, CIO and founder of Rayliant Advisors. If and how to invest in China are key questions for long-term growth-oriented asset owners with different issues to unpack around political risk, geopolitics, ESG and even the mechanics of listing an entity. Jason walks through these questions and others including: should western investors understand President Xi better, how investors should think about political risks and whether economic growth is rewarded in share prices (“no” is often the answer)? We weigh up to what extent hidden biases toward unfamiliar cultures interfere with investors thinking about China. Anyone who likes to think deeply about China and Emerging markets investing will get a lot out of this episode.

… continue reading

170 episodios

#Business #Investment Uncut #Lane Clark

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S4 Ep. 13 China: biases and narratives with Jason Hsu

Investment Uncut

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published 1+ y ago

Compartir

MP3•Episodio en casa

Contenido proporcionado por Investment Uncut and Lane Clark. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Investment Uncut and Lane Clark o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

This week we’re speaking to an expert on investing in China: Jason Hsu, CIO and founder of Rayliant Advisors. If and how to invest in China are key questions for long-term growth-oriented asset owners with different issues to unpack around political risk, geopolitics, ESG and even the mechanics of listing an entity. Jason walks through these questions and others including: should western investors understand President Xi better, how investors should think about political risks and whether economic growth is rewarded in share prices (“no” is often the answer)? We weigh up to what extent hidden biases toward unfamiliar cultures interfere with investors thinking about China. Anyone who likes to think deeply about China and Emerging markets investing will get a lot out of this episode.

… continue reading

170 episodios

#Business #Investment Uncut #Lane Clark

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