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

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Business Investment Uncut Lane Clark

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

1+ y ago 57:10

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Indhold leveret af Investment Uncut and Lane Clark. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Investment Uncut and Lane Clark 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.

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 episoder

#Business #Investment Uncut #Lane Clark

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

Investment Uncut

18 subscribers

published 1+ y ago

Del

MP3•Episode hjem

Indhold leveret af Investment Uncut and Lane Clark. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Investment Uncut and Lane Clark 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.

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 episoder

#Business #Investment Uncut #Lane Clark

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