Other Recent Episodes
Michael Shaoul: We Are Shorting Chinese H Shares; China’s Property Slide Is Just Beginning
In this episode of China Money Podcast, guest Michael Shaoul discusses his view on the Chinese economy. He is bearish and expects the current economic slowdown to last until the end of this year, in stark contrast to the consensus view that the economy will pick up speed during the second half of 2012. Here [...]
Powell Yang: Wine Investments In China Still Have Huge Upside
In this episode of China Money Podcast, guest Powell Yang discusses Chinese investors’ increasingly important role in fine and rare wine investments. How mature are Chinese wine investors? What common mistakes do they tend to make and what potential returns are they after? Here are his main points: – Wine investment is similar to other [...]
Alberto Forchielli: Incredible Evaluation Arbitrage Opportunities Exist Between China And Europe
In this episode of China Money Podcast, guest Alberto Forchielli discusses China-Europe cross-border deals, the challenges Chinese companies face when expanding overseas, and the mistakes he has made but never regretted. In his own words: – There are great evaluation arbitrage opportunities between Europe and China. We have never bought companies at more than seven [...]
News Review: Financial Reform Experiment In Wenzhou, China IPO Market Remains Tough
In this episode of China Money Podcast, our host Nina Xiang reviews this week’s investment news: – China initiated a financial reform in Wenzhou, legalizing private or underground lending and possibly allowing direct overseas investments by local residents – IPO market remains the toughest in years for China’s A-share market
Dan Ikenson: U.S.-China Trade War Is More Roar Than Dragon Fire
In this episode of China Money Podcast, guest Dan Ikenson discusses the latest U.S.-China trade frictions and if there is really a trade war between the two countries: – People often forget that the vast majority of U.S.-China trade is healthy – Bilateral trade relationship could improve after this year when government transitions are accomplished [...]
Yukon Huang: China’s Unbalanced Economy Is A Strength
Yukon Huang is the senior associate at Washington D.C.-based think tank, Carnegie Endowment, where he researches on China’s economic development and its impact on Asia and the global economy. He was the World Bank’s China director from 1997 to 2004, and also served at the U.S. Treasury previously. Mr. Huang holds a B.A. from Yale [...]
