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EM Insider: China’s valuations are a bargain now, but the country is not going back to high growth anytime soon

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Manage episode 382025047 series 2653770
Indhold leveret af Citywire: The Selection Show. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Citywire: The Selection Show eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Allspring Global Investment’s EM equity veteran, Derrick Irwin joins Citywire’s Krystle Higgins to discuss how investable China is right now. Irwin has been in the industry for 30-years, and discussed how the current investor pessimism compares to other economic challenges faced by the second largest economy in the world.

Irwin also makes a case that it is now easier to value Chinese stocks, as well as what his top picks are.

  continue reading

184 episoder

Artwork
iconDel
 
Manage episode 382025047 series 2653770
Indhold leveret af Citywire: The Selection Show. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Citywire: The Selection Show eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Allspring Global Investment’s EM equity veteran, Derrick Irwin joins Citywire’s Krystle Higgins to discuss how investable China is right now. Irwin has been in the industry for 30-years, and discussed how the current investor pessimism compares to other economic challenges faced by the second largest economy in the world.

Irwin also makes a case that it is now easier to value Chinese stocks, as well as what his top picks are.

  continue reading

184 episoder

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