China Money Podcast Archives

China Money Podcast - Video and audio episodes covering top investment news in China


Alberto Forchielli: Managing Partner at Mandarin Capital Partners

Amir Gal-Or: Founder and Managing Partner of the Infinity Group

André Loesekrug‐Pietri: Founder of A Capital

Anthony Siu: Managing Director at Robert W. Baird & Co.

Antoine Dréan: Founder and CEO of Palico

Arthur Kroeber: Founding Partner of GK Dragonomics

Ben Simpfendorfer: Managing Director at Silk Road Associates

Bluford Putnam: Chief Economist at the CME Group

Bruno Raschle: Chairman of Adveq

Chen Zhiwu: Professor of Finance at Yale University

Chenggang Jerry Wu: Principal Investment Officer of IFC Climate Change Fund

Chien Lee: Founder and Chairman of NewCity Capital

Chris Brooke: President & CEO of CBRE China

Chris Meads: Global Head of Investment at Pantheon Venture

Christopher Rothery: Portfolio Manager at T. Rowe Price

Daan van Aert: Head of Non-listed Real Estate Asia at APG

Dan Ikenson: Director at the Cato Institute

David Pierce: CEO of Squadron Capital

Derek Sulger: Co-founder of Lunar Capital

Fritz Demopoulos: Founder of Queen's Road Capital

Gary Rieschel: Founder of Qiming Venture Partners

Hellen Song: Founder of La China Capital

Howard Marks: Chairman of Oaktree Capital Management

Huaming Gu: Co-founding Partner of Baird Capital Partners Asia

Jack Perkowski: Founder of JFP Holdings

Jenny Gao: Managing Partner of Mandarin Capital

Jim Rogers: Chairman of Rogers Holdings

John Wong: President of Oberweis Asset Management (Asia)

Keith Robinson: Partner at Dechert LLC

Ludvig Nilsson: Co-founder of Jade Invest

Marc Faber: Publisher of the Gloom Boom & Doom Report

Mark Williams: Chief China Economist at Capital Economics

Michael Shaoul: Chairman of Marketfield Asset Management

Michael Werner: Senior Equity Analyst at Sanford C. Bernstein

Monte Brem: CEO of StepStone Group

Patrick Chovanec: Associate Professor at Tsinghua University

Philip Pearce: Managing Director of the Goodman Group

Philip Tye: Chairman of the Hong Kong chapter of the Alternative Investment Management Association

Piau-Voon Wang: Partner and Head of Asian Investments at Adams Street Partners

Richard Herd: Head of China Research at the OECD

Robert Blohm: Managing Director at Keen Resources Asia

Sam Gupta: CEO of Grand Trunk Capital

Simon Eckersley: Founder and CEO of HAO Capital

Stephen Roach: Senior Fellow at Yale University; former Chairman of Morgan Stanley Asia

Thomas Hugger: CFO of Leopard Capital

Tian X. Hou: Founder and CEO of T.H. Capital

Tom Delatour: CEO of Century Bridge Capital

Tony Hsu: Portfolio Manager at Dalton Investments

Tristen Langley: Co-founder of Amalfi Capital

William Shen: Senior Partner and Head of Greater China of Headland Capital Partners

Xiang Songzou: Chief Economist at the Agricultural Bank of China

Yukon Huang: Senior Associate at Carnegie Endowment

September 2014

August 2014

July 2014

June 2014

May 2014

April 2014

March 2014

February 2014

January 2014

December 2013

November 2013

October 2013

September 2013

August 2013

July 2013

June 2013

May 2013

April 2013

March 2013

February 2013

January 2013

December 2012

November 2012

October 2012

September 2012

August 2012

July 2012

June 2012

May 2012

April 2012

March 2012

February 2012

January 2012

December 2011

November 2011

October 2011

September 2011

August 2011

July 2011

  • September 15, 2014: Zennon Kapron: Despite Tight Regulation, Bitcoin Has Exciting Future In China

    In this episode of China Money Podcast, guest Zennon Kapron, founder and managing director of Shanghai-based market research firm Kapronasia, talked with our host Nina Xiang about his new Bitcoin book, Bitcoin's history in China, why the virtual currency became a speculative fad and its spectacular fall from the peak, and what he sees as […]

  • September 3, 2014: Min Lin: Chinese Private Equity Secondary Deals May Peak In The Next Few Years

    In this episode of China Money Podcast, guest Min Lin, founding partner and co-head of Greater China at NewQuest Capital Partners, talks with our host Nina Xiang. She shares her insights on NewQuest's direct secondary investment strategy, why she thinks private equity secondary exits may peak in the next few years, and her experience spearheading […]

  • August 27, 2014: Margot Brandenburg: Vast Family Wealth Could Drive Impact Investing In Asia

    In this episode of China Money Podcast, guest Margot Brandenburg, former senior associate director at the Rockefeller Foundation, speaks with our host Nina Xiang, about China's nascent impact investing sector, what she sees as the main driver of the space's future growth, and what the pioneer impact investors in China are doing. Read an excerpt […]

  • July 23, 2014: Benjamin Fanger: Ballooning Bad Loans In China Are The Next Great Opportunity

    In this episode of China Money Podcast, guest Benjamin Fanger, co-founder of Chinese distressed debt investment firm Shoreline Capital, talks to our host Nina Xiang about the changes he saw in the distressed debt investing space over the past ten years, where he sees future opportunities, and how his firm controls downside risks in a […]

  • July 18, 2014: Aidan Yao: No Policy Easing Yet For China's Sluggish Property Sector

    In this episode of China Money Podcast, guest Aidan Yao, an economist for emerging Asia at French financial services firm AXA Investment Managers, talks to our host Nina Xiang, about China's second quarter economic indicators and their implications, how the Chinese government is likely to manage the property downturn, and why China's Qualified Domestic Institutional […]

  • July 2, 2014: Steven Feldman: Hidden Surveillance Adds To Risks Of Doing Business In China

    In this episode of China Money Podcast, guest Steven P. Feldman, professor of business ethics at Case Western Reserve University in Cleveland, Ohio, talks to our host Nina Xiang about the latest revelation of a sex tape with the investigation of British drug-maker GlaxoSmithKline in China, the danger of electronic eavesdropping while doing business in […]

  • June 26, 2014: Eric Solberg: China's Property And Steel Sectors Look Interesting Now

    In this episode of China Money Podcast, guest Eric Solberg, founder and CEO of Asia-focused private equity and wealth management firm EXS Capital, talked to our host Nina Xiang. He discussed how he is preparing to invest in China's property sector in its downturn, and why he thinks there are attractive investment opportunities in the […]

  • June 18, 2014: Chi Lo: Patient Investors Should Build Up China Exposure Now

    In this episode of China Money Podcast, senior strategist for Greater China at BNP Paribas Investment Partners Chi Lo, talked with out host Nina Xiang about the future policy direction of the Chinese central bank; why he believes the biggest risk in the Chinese economy is a property correction and its knock-on effect on banks […]

  • June 13, 2014: John Wong: Expect A Better Second Half For Chinese Stocks

    In this episode of China Money Podcast, returning guest John Wong, director of Asian equities and portfolio manager at Chicago-based Oberweis Asset Management, talked to our host Nina Xiang. He discussed what he thinks is the best way to invest in overseas-listed Chinese companies; why almost all of his portfolios are companies that have gone […]

  • June 3, 2014: Alexander Mearns: Huge Growth Potential For China-Focused Hedge Funds

    In this episode of China Money Network, guest Alexander Mearns, CEO of hedge fund research firm Eurekahedge, talked to our host Nina Xiang in Singapore. He discussed the performance of Greater China-focused hedge funds, why it is less correlated to the market than the global hedge fund sector, and his outlook for the Chinese hedge […]

  • May 26, 2014: Jim Rogers: We Will All Pay A Terrible Price For Today's Artificial Liquidity

    In this episode of China Money Podcast, returning guest and legendary investor Jim Rogers, chairman of Rogers Holdings, spoke with our host Nina Xiang in Singapore. Mr. Rogers shared his views on the world economy and markets, in particular, why people should be concerned about tough times ahead as the unprecedented artificial liquidity comes to […]

  • May 19, 2014: Andy Chang: There Is Upside In China's Property Downturn

    In this episode of China Money Podcast, guest Andy Chang, associate director at Fitch Ratings Asia Pacific, talked to our host Nina Xiang in Hong Kong. Chang, who does research on the Chinese property and industrial sectors, discussed his views on the coming consolidation of the Chinese property sector, why bankruptcies will be limited to […]

  • April 30, 2014: Christopher Tsai: Betting On Asian Consumer Names Like Jardine Matheson

    In this episode of China Money Podcast, our guest is Christopher Tsai, president and chief investment officer of Tsai Capital Corporation, a New York-based long-short equity hedge fund focused on high-growth companies. Tsai spoke with our host Nina Xiang about his fund's investment strategy, why he likes Asian conglomerate Jardine Matheson, and what fundraising advice […]

  • April 16, 2014: Bing Lin: Accounting Abuse Among Listed Chinese Companies Still Widespread

    In this episode of China Money Podcast, guest Bing Lin, portfolio manager at Hong Kong-based US$1.4 billion-under-management Keywise Capital Management, speaks to our host Nina Xiang about why he believes there are still many major overseas listed Chinese companies with fraudulent accounting practices, and how 2014 will be a great year for shorting certain overseas-listed […]

  • April 5, 2014: Richard Fisher: I Prefer That China Ultimately Has An Open Capital Account

    In this episode of China Money Podcast, the president of the U.S. Federal Reserve Bank of Dallas, Richard Fisher, discusses the the U.S. monetary policy, and shares his views on why the RMB has depreciated against the U.S. dollar lately. Fisher made the remarks at a luncheon hosted by the Asia Society Hong Kong Center […]

  • March 24, 2014: Theodore Shou: China-Focused Hedge Funds Will Continue To Outperform

    In this episode of China Money Podcast, we feature guest Theodore Shou, chief investment officer at Cape Town, South Africa-based fund of hedge fund manager, Skybound Capital. Shou talked with our host Nina Xiang about his projections for the development of China's hedge fund sector, why he is bullish for China-focused hedge funds' ability to […]

  • March 19, 2014: Will Tesla's China Story Lose Its Charge?

    In this episode of China Money Podcast, our host Nina Xiang talks to reporter Viola Zhou, about Tesla Motor's China expansion and the challenges the innovative American company is likely to face in the world's largest automobile market. You can read Viola Zhou's investigative story here, or listen to the audio podcast. Be sure to […]

  • March 10, 2014: Goodwin Gaw: China's Property Market May See 10%-15% Price Drop

    In this episode of China Money Podcast, our featured guest is Goodwin Gaw, managing principal and founder of Hong Kong-based private real estate management firm, Gaw Capital, which manages US$7.5 billion. Gaw talked with our host, Nina Xiang, about where in the Chinese property market he sees price corrections this year, why his firm is […]

  • February 24, 2014: Kevin Parker: China Will Set Pace Of Environmental Policy In 2014

    In this episode of China Money Podcast, we feature guest Kevin Parker, CEO of New York-based investment management firm, Sustainable Insight Capital Management. From 2004 to 2012, Parker was the global head of Deutsche Asset Management, which managed US$750 billion as of January 2012. Parker shares his thoughts on the growth of sustainable investing, explains […]

  • January 17, 2014: Curtis Chin: BRIC Countries Should Focus On The Little Bric

    In this episode of China Money Podcast, guest Curtis S. Chin, former U.S. Ambassador to and member of the board of directors of the Asian Development Bank, talks with our host Nina Xiang in New York about the recent social unrest in Thailand and contrasts it with China; how should emerging economies in Asia deal with […]

  • January 11, 2014: Tim Draper: Extraordinary Returns Are Coming Back To Venture Capital In The Next Three Years

    In this episode of China Money Podcast, guest Tim Draper, founder and managing director of Menlo Park, California-based venture capital firm Draper Fisher Jurvetson (DFJ), speaks with our host Nina Xiang about the history of DFJ's investment activities in China, where he is focused on funding the next big tech companies, his big misses in […]

  • December 30, 2013: Bruno Bensaid: Capitalize On Tech Investments With China-Europe Synergies

    In this episode of China Money Podcast, guest Bruno Bensaid, co-founder of Shanghai-based financial advisory firm Shanghaivest, talks to our host Nina Xiang about the new trends he sees in China's outbound investments, what Chinese Internet companies are trying to achieve with their increasing overseas overtures, and where he finds the best angel investment opportunities […]

  • December 18, 2013: Leland Miller: China's Slowdown Is Actually A Bullish Signal

    In this episode of China Money Podcast, guest Leland Miller, president of CBB International that publishes the China Beige Book, talks to our host Nina Xiang about why he thinks a slowing Chinese economy is a bullish signal for him, what is the common misinterpretation of China's inflation numbers, and what should investors focus on […]

  • December 11, 2013: Howard Marks: Investors Should Be Cautious In Today's Markets

    In today's podcast, we hear Howard Marks, chairman of Los Angeles-based distressed debt giant Oaktree Capital Management, discuss Oaktree's organic growth, where he sees attractive investment opportunities in distressed debt today, and how will the U.S. Federal Reserves' reduction of its quantitative easing programs impact Oaktree's businesses. Marks gave the following comments at the Goldman […]

  • December 3, 2013: Chris Rynning: When Valuations Differ, Creative Convertibles Provide An Answer

    In this episode of China Money Podcast, guest Chris Rynning, CEO and founder of Beijing-based private equity firm Origo Partners, talks to our host Nina Xiang about the performance of his London AIM-listed shares; how did he find an investment opportunity in a lithium battery maker in Xinxiang City, Henan province; and how he plans […]

  • November 25, 2013: Anla Cheng: China's IPO Market Might Open Sooner Than You Expect

    In this episode of China Money Podcast, guest Anla Cheng, partner at Sino-Century China Private Equity Partners, talks with our host Nina Xiang, about the importance of protecting intellectual property for companies in China's financial information sector, why she thinks China's IPO market might open sooner than expected, and her hopes for the realization of […]

  • November 19, 2013: Jim Rogers: China Should Open Up Its Financial Markets Now

    In this episode of China Money Podcast, returning guest and veteran investor Jim Rogers, chairman of Rogers Holdings, talked with our host Nina Xiang on his reading of China's third plenum meeting, why China should open its financial markets completely "this afternoon", and what Chinese stocks he has been buying lately. Read an excerpt below, […]

  • November 11, 2013: Patrick Chovanec: The Chinese Economy Is Slowly Strangling Itself

    In this episode of China Money Podcast, guest Patrick Chovanec, chief strategist at New York-based Silvercrest Asset Management, talks with our host Nina Xiang about why he thinks the Chinese economy is slowly strangling itself, how to read beyond China's headline economic data and what he expects from the Chinese Communist Party's third plenum meeting. […]

  • October 22, 2013: Zhanlian Feng: An Aging China Provides Nascent Investment Window For Senior Care Sector

    In this episode of China Money Podcast, guest Dr. Zhanlian Feng, senior research analyst in the Aging, Disability and Long-Term Care Program at RTI International, talks with our host Nina Xiang about the enormous demand in China's senior care industry, its regulatory environment and the lucrative business opportunities it presents. Read an excerpt below, but […]

  • October 11, 2013: Stephen Roach: Fears Of A China Slowdown Are Vastly Overblown

    In this episode of China Money Podcast, our guest is Stephen Roach, current senior fellow at Yale University’s Jackson Institute of Global Affairs and former chairman of Morgan Stanley Asia and the firm's chief economist. He spoke with our host, Nina Xiang, on the Fed's tapering of its quantitative easing programs and its impact on […]

  • October 2, 2013: Keith Robinson: China's New Regulations Provide Greater Clarity For Hedge Fund Industry

    In this episode of China Money Podcast, guest Keith Robinson, partner in the financial services group at law firm Dechert, talks with our host Nina Xiang about the new changes in hedge fund regulation in China, why it is important for foreign investors to understand the policies and how the "renting" of QDII and QFII […]

  • September 18, 2013: William Shen: Headland Capital Is Bullish On Chinese 4S Auto Dealerships

    In this episode of China Money Podcast, guest William Shen, senior partner and head of Greater China at Headland Capital Partners, talks with our host Nina Xiang, about why he sees 4S automotive dealerships in China as the next great opportunity, how Chinese consumers are changing, and what the impact of the economic slowdown has […]

  • September 10, 2013: Philip Tye: Hong Kong's Role As Asian Hedge Fund Center Will Strengthen

    In this episode of China Money Podcast, guest Philip Tye, chairman of the Hong Kong National Group of The Alternative Investment Management Association (AIMA), talks with our host Nina Xiang about what the Hong Kong government is doing to retain and attract hedge funds to the city; why Asian hedge funds haven't rebounded as much […]

  • September 2, 2013: Capital Account Easing May Lead To Chinese Overseas Buying Spree

    In this episode of China Money Podcast, host Nina Xiang does a news roundup and answers questions about China's capital control measures, potential capital outflows from China and its impact on Chinese and global financial markets. Please listen to the podcast here and be sure to subscribe to us in the iTunes store.

  • August 27, 2013: China Money Network News Roundup

    In this episode of China Money Podcast, host Nina Xiang does a news roundup for the week of August 26 to 30, 2013. She shares the news on the economy, China's business sectors, investment fund news and some expert columns. Please listen to the podcast here and be sure to subscribe to us in the […]

  • August 20, 2013: Chien Lee: Macau's Gaming Sector Will Continue Double Digit Growth

    In this episode of China Money Podcast, guest Chien Lee, founder and chairman of NewCity Capital, brings you inside the mysterious VIP rooms in Macau's casinos; explains how much you need to get a seat at the table; shows how the money flows from the casinos to the VIP room promoters, to the agents, and […]

  • August 13, 2013: Marc Faber: I Won't Rush Into Buying Stocks Right Now

    In this episode of China Money Podcast, our guest is Marc Faber, publisher of the Gloom Boom & Doom Report newsletter and director of Marc Faber Ltd, an investment advisor and fund manager. Faber talks with our host, Nina Xiang, about China's credit situation, why he's bullish on individual mining company stocks and the reason […]

  • August 6, 2013: Arthur Kroeber: Credit Curbs And Structural Reforms Will Heighten China Risk

    In this episode of China Money Podcast, guest Arthur Kroeber, founding partner of GK Dragonomics, talks with our host Nina Xiang, about why he's less optimistic about China's growth in the next couple of years, how the alarmist headlines about capital outflows from China is overdone, and why the 7% number that everyone believes to […]

  • July 16, 2013: Tian X. Hou: Weibo Will Finally Bolster Sina's Bottom Line

    In this edition of China Money Network, Tian X. Hou, founder and CEO of T.H. Capital, shares her thoughts on why Qihoo's stock is just starting a major bull run, why Sina is undervalued and what Baidu should do to advance forward in a mobile world. Listen to the full interview in the audio podcast, […]

  • June 26, 2013: Michael Werner: Despite Credit Risks, Large Chinese Banking Shares Still Attractive

    In this edition of China Money Network, senior equity analyst at Sanford C. Bernstein, Michael Werner, returns to discuss the recent interbank market liquidity squeeze in China, which Chinese banking shares he likes and what he sees as the biggest risk in the Chinese banking sector. Listen to the full interview in the audio podcast, […]

  • June 14, 2013: Value Creation Is Key To A Successful Take-Private Deal

    In this episode of China Money Podcast, host Nina Xiang discusses the trend of U.S.-listed Chinese companies fleeing American exchanges. She shares the main findings of a report jointly produced by Houlihan Lokey and Mergermarket. Listen to the full audio podcast above, or read an excerpt below. – Since 2003 to this year, approximately 150 […]

  • May 29, 2013: Bruno Raschle: Shake-Up Of Chinese Private Equity Creates Healthy Investment Environment

    In this edition of China Money Podcast, guest Bruno Raschle, chairman of global fund-of-funds manager Adveq, talks with our host, Nina Xiang. He discusses Adveq's investment activities and performance in China, how to pick fund managers to back, and his views on the future of the Chinese private equity's exit environment. Listen to the audio […]

  • May 15, 2013: Hank Greenberg: U.S. And China Must Jointly Manage Asia Pacific

    In this special edition of China Money Network, listen to former chairman and CEO of AIG, Hank Greenberg, discuss how the U.S. and China should jointly manage the Asia Pacific region, the transition of China's economic model, and China Development Bank's failed investment in San Fransisco. Hank Greenberg answered questions from former Morgan Stanley chief […]

  • May 6, 2013: Tristen Langley: Start-ups Within Chinese Internet Companies Generate Great Value

    In this episode of China Money Podcast, co-founder of Amalfi Capital, Tristen Langley, talks with our host, Nina Xiang, on Alibaba Group's US$586 million acquisition of an 18% stake of Sina's Weibo, her investment firm's winning and losing bets, and the future challenges facing China's e-commerce industry. Listen to the full-interview in the audio podcast, […]

  • May 1, 2013: Bluford Putnam: No Hyperinflation Like The 1970s This Time Around

    In this episode of China Money Podcast, guest Bluford Putnam, chief economist at the CME Group, talks with Nina Xiang about his forecast for when the Fed will stop asset-buying programs, raise interest rates, and their impact on China. He also explains why investors do not need to worry about inflation even after the biggest […]

  • April 16, 2013: Richard Herd: China Likely To Further Tighten Its Property Sector Later This Year

    In this episode of China Money Podcast, guest Richard Herd, head of China research at the Organization for Economic Co-operation and Development (the OECD), talks with Nina Xiang about OECD's 2013 China Economic Survey. He explaines why the OECD believes that China will overtake the U.S. as the largest economy in 2016; why the Chinese […]

  • April 2, 2013: ANZ Warns Of Bubble Burst In Hong Kong's Residential Property Market

    In this episode of China Money Podcast, our host Nina Xiang reviews the latest news from the week of March 25 to April 1, 2013. – China's official PMI (Purchasing Managers' Index) number rebounded significantly in March, consistent with the rebound shown in the HSBC PMI released earlier. The statistic further supports the view that […]

  • March 25, 2013: Simon Eckersley: HAO Capital-Invested Chinese Medical Equipment Maker Eyes Major Acquisitions

    In this episode of China Money Podcast, founder and CEO of Beijing-headquartered, US$500 million-under-management HAO Capital, Simon Eckersley, talks with our host, Nina Xiang, on HAO Capital's investments in the healthcare and environmental protection sectors, the firm's plans for future fundraising, and some key methods it uses to help portfolio companies grow. Listen to the […]

  • March 18, 2013: Daan van Aert: Logistic Warehouses And Car Parks Present Best Property Investment Opportunities In China

    In this episode of China Money Podcast, head of non-listed real estate Asia in APG, one of the largest pension fund asset managers in the world with assets under management of approximately €325 billion, Daan van Aert, discusses with our host, Nina Xiang, APG's investments in China such as car parks and logistic warehouses, his […]

  • March 11, 2013: Tony Hsu: Invest Like Warren Buffett With A Chinese Twist

    In this episode of China Money Podcast, Dalton Investments' Shanghai-based portfolio manager, Tony Hsu, explains to our host, Nina Xiang, how to execute the playbook of Warren Buffett in China, the reasons why Dalton's Asian equity strategy has consistently beat the market and his outlook for the markets in 2013. Listen to the full interview […]

  • March 4, 2013: Antoine Dréan: Secondary Transactions Of Chinese PE Fund Stakes Among LPs Will Double In 2013

    In this episode of China Money Podcast, founder and CEO of Palico, Antoine Dréan, shares what he sees the fundraising environment will be for China-focused private equity funds this year, and why secondary transactions of Chinese private equity fund stakes among Limited Partners (LPs) will likely double in 2013. Listen to the full interview in […]

  • February 26, 2013: Jing Ulrich: China's Infrastructure Boom Will Continue With A New Theme

    In this episode of China Money Podcast, chairman of global markets, China at J.P. Morgan, Jing Ulrich shares her thoughts on where China's economic recovery is headed next, what policies the government is likely to take to contain potential property sector overheating, and if Chinese state-owned enterprises will contribute more to help build up China's […]

  • February 22, 2013: Bei Fu: China's Property Sector Will Stay Steady In 2013

    In this episode of China Money Podcast, S&P analyst Bei Fu discusses the outlook for China's property sector, potential policy moves and property sales predictions. She made the following comments during a teleconference call held by Standard & Poors. Listen to the full interview in the audio podcast, or read an summary below. Will China's […]

  • February 12, 2013: Feng Shui For Heng Seng Index And Chinese Markets Points To A Mixed Bag In 2013

    In this special Chinese New Year's edition of China Money Network, we look at the fortunes of the Chinese stock market and various zodiac signs in the year of Black Water Snake, 2013. Asian brokerage firm CLSA Asia-Pacific Markets released its Feng Shui Index in 2013. The tongue-in-cheek index points to a strong first half […]

  • February 5, 2013: Paul Gillis: Three Accounting Frauds Most Chinese Companies Use To Cheat Foreign Investors

    In this episode of China Money Podcast, guest Paul Gillis, professor of accounting at the Guanghua School of Management at Peking University in Beijing, discusses Caterpillar's US$580 million write-down in its acquisition of Zhengzhou Siwei. Prof. Gillis explains the three most common accounting tactics Chinese companies use to cheat and defraud foreign investors, and what […]

  • January 28, 2013: Chenggang Jerry Wu: Shakedown In China's Clean Tech Sector Near End, May Be A Good Time To Invest

    In this episode of China Money Podcast, guest Chenggang Jerry Wu, principal investment officer of IFC's (International Finance Corporation) climate change fund, discusses IFC's commitment to Chinese private equity funds in the climate change sector, the new opportunities arising from China's pollution treatment efforts, and what he looks for in a first-time fund manager. Listen […]

  • January 21, 2013: Sam Gupta: Ripe Arbitrage Opportunity In Potential Indian Banking Sector Consolidation

    In this episode of China Money Podcast, guest Sam Gupta, CEO of Grand Trunk Capital, explains why he is bullish on the Indian economy and markets, why Indian banks will consolidate in the next two years, and the reason why he prefers to work with the management team. Listen to the full interview in the […]

  • January 14, 2013: Chen Zhiwu: Be Prepared For A Fiscal Crisis In China Within Three Years

    In this episode of China Money Podcast, guest Prof. Chen Zhiwu, professor of finance at Yale University, discusses why he is an overall pessimist when it comes to China's long-term economic prospects, why he is worried about the economic spillover from China and Japan's dispute over Diaoyu Island for 2013, and why he thinks inflation […]

  • January 7, 2013: China's QDLP May Prove A Boon To Foreign Hedge Funds In Fundraising

    In this episode of China Money Podcast, listen to Kevin Carter, co-founder and CEO of California-based Baochuan Capital Management, and Kenny Li, CEO of Shanghai-based KKM Capital discuss the pros and cons of international hedge funds investing in China's A-share market through the QFII program; and how international hedge funds can raise money from China's […]

  • December 25, 2012: Derek Sulger: With Exits Shut, Dividend Issuance Provides Relief In China

    In this episode of China Money Podcast, guest Derek Sulger, co-founder of Lunar Capital, discusses why he likes to take controlling stakes, how he manages to return capital to LPs at a satisfactory rate, and the reasons behind his passion for baby apparel. Listen to the full interview in the audio podcast, subscribe to our […]

  • December 14, 2012: Piau-Voon Wang: Due Diligence In China Should Be Multidimensional And Adaptive

    In this episode of China Money Podcast, guest Piau-Voon Wang, partner and head of Asian investments at Adams Street Partners, discussed the investment strategies of Adams Street, a global private equity firm overseeing more than US$20 billion, and the precious lessons he has learned from investing in Asia and China for over a decade. Listen […]

  • December 9, 2012: Chinese Private Equity Firms Actively Soliciting Trade Sale Deals While Waiting Out IPO Drought

    In this episode of China Money Network, listen to the highlights of a panel discussion on investing in China and India featuring Gary Rieschel, co-founder of Qiming Ventures, Simon Eckersley, founder and CEO of Hao Capital, and Sam Gupta, founder of Indian investment firm, Grand Trunk Capital. Listen to the podcast online, subscribe in the iTunes […]

  • November 26, 2012: Jenny Gao: Betting On The Future of China's Dagong Credit Rating In Europe

    In this episode of China Money Podcast, guest Jenny Gao, managing partner of Mandarin Capital, talks about how her fund helped an Italian company to penetrate the Chinese market, and why she is betting on the future of China's Dagong Global Credit Rating's future in Europe. Listen to the full interview in the audio podcast, […]

  • November 19, 2012: André Loesekrug‐Pietri: Very Few Chinese Outbound Investments Are Successful

    In this episode of China Money Podcast, guest André Loesekrug‐Pietri, founder of A Capital, explains why his fund's China-Europe cross-border strategy will thrive even in the current world economic malaise, how did he become attracted to the Chinese markets, and why his new fund was able to secure two star institutional investors. Listen to the […]

  • November 6, 2012: Liao Qiang: A Banking Collapse In China Is A Very Remote Possibility

    In this episode of China Money Podcast, guest Liao Qiang, director of financial institutions ratings at Standard & Poors, explains why he thinks a banking crisis is unlikely to happen in China, and why the frantic calls for a Chinese banking collapse are all misplaced. Listen to the full interview in the audio podcast, or […]

  • October 29, 2012: Hubert Tse: All You Need To Know About China's QFLP Investment Program

    In this episode of China Money Podcast, guest Hubert Tse, senior partner at Shanghai-based law firm Boss & Young, answers ten questions about the QFLP (Qualified Foreign Limited Partner) program: from what QFLP allows foreign investors do, the pros and cons of becoming a QFLP, to what the future of QFLP program holds. Listen to […]

  • October 22, 2012: Yukon Huang: Will China's New Leaders Bring New, Bold Reforms?

    In this episode of China Money Podcast, guest Yukon Huang, senior associate at Washington D.C.-based Carnegie Endowment and former World Bank China director, shares his observations on China's next leadership, the possibilities of any bold reforms and the Chinese economy's long-term trend in the coming decade. Listen to the full interview in the audio podcast, […]

  • October 15, 2012: Thomas Hugger: Only Frontier Markets Offer Uncorrelated Returns From A Troubled Global Economy

    In this episode of China Money Podcast, guest Thomas Hugger, CFO of Leopard Capital, a private equity firm focused on investing in Asian frontier markets, discusses the successes and failures of his firm's investments in Cambodia, the impact on frontier markets from a slowing Chinese economy, and why frontier markets offer better risk-return profiles than […]

  • October 7, 2012: David Pierce: No-Fault Divorce Clause Is Essential When Investing In Asian Private Equity Funds

    In this episode of China Money Podcast, guest David Pierce, CEO of Squadron Capital, a fund-of-funds manager with over US$1 billion-under-management, talks about China's private equity industry in a slowing economy, lessons he learned from investments that have gone wrong, and why his firm doesn't want to become a QFLP (Qualified Foreign Limited Partner) yet. […]

  • September 24, 2012: Fritz Demopoulos: I Back Committed, First-Mover Start-ups

    In this episode of China Money Podcast, guest Fritz Demopoulos, founder of Queen's Road Capital, shares his thoughts on China's Internet sector and entrepreneurship. As founder of two successful Chinese Internet companies, Shawei.com and Qunar.com, Demopoulos is now hoping to capture the next big opportunity in China's Internet evolution by deploying his own capital. Listen […]

  • September 17, 2012: Gary Rieschel: I'm Confident Qiming Will Be A Top Quartile Performer In China

    In this episode of China Money Podcast, Gary Rieschel, founder of Qiming Venture Partners, shares his thoughts on the Chinese economy, the technological evolutions of the Chinese Internet sector and why he is confident that Qiming will be well within the top quartile performers among China's venture capital firms. Founded in 2006, Qiming Venture is […]

  • September 10, 2012: News Review: A Paradigm Shift In China's Economy?

    In today's China Money Network, our host Nina Xiang reviews the most important investment news of the week. Listen to the complete interview in the audio podcast, or read an excerpt below. – Goldman Sachs/Gaohua cuts their growth forecast for China's economy to 7.6% from a previous 7.9% this year. It also cuts forecast for […]

  • September 3, 2012: Huaming Gu: Finding The Rare Investment Jewel In China's Niche Markets

    In this episode of China Money Network, Huaming Gu, co-founding partner of Baird Capital Partners Asia, talks about his fund's fund raising during the depth of the financial crisis, and how his firm works with small and medium enterprises in China to clean up corporate governance and establish financial discipline, while hoping to achieve nice returns. […]

  • August 28, 2012: Bob Partridge: Expect Strong Exits For Private Equity In China In 2013

    In this episode of China Money Podcast, guest Bob Partridge, managing partner of transaction advisory services at Ernest & Young, explains why it is a good time for overseas institutional investors to invest in China's private equity right now, and what is in store for the industry next year. Listen to the full-interview in the […]

  • August 20, 2012: Philip Pearce: For Warehouse Developers, China Is The New Business Mecca

    In this episode of China Money Podcast, Goodman Group's Hong Kong-based managing director, Philip Pearce, discusses opportunities in China's logistics property market, and why his firm is expanding investments in China ten-fold in the next five years. Listen to the full interview in the audio podcast, watch the shortened video version or read an excerpt. […]

  • August 15, 2012: Chris Meads: Private Equity In China Will Enter A Hiatus In The Next Few Years

    In this episode of China Money Podcast, Pantheon Venture's global head of investment, Chris Meads, talks about how private equity in China has to shift strategies to succeed in the future, and how his firm is looking to back more control-oriented funds. Listen to the full interview in the audio podcast, watch the shortened video […]

  • August 11, 2012: Amir Gal-Or: Technology Transfer Plus Local Knowledge In China Equals A Winning Strategy

    In this episode of China Money Podcast, guest Amir Gal-Or, founder and managing partner of the Infinity Group, discusses investing in deals that transfer foreign technologies to China, partnering with local governments to run RMB funds and how to instill professional management to state-owned enterprises. Listen to the full interview in the audio podcast, watch […]

  • August 2, 2012: Chris Brooke: Foreign Investors Must Shift Strategies In Commercial Property Investments In China

    In this episode of China Money Podcast, guest Chris Brooke, president & CEO at CBRE China, discusses whether China's property market recovery is real, and how can foreign investors make money in the crowded commercial real estate market in China. Listen to the full-interview in the audio podcast, watch the shortened video version or read […]

  • July 28, 2012: Peter Fuhrman: RMB Funds Will Monopolize The Best Investment Opportunities In China

    In this episode of China Money Podcast, guest Peter Fuhrman, Chairman and CEO of China First Capital, discusses why RMB funds will likely have a monopoly over the best investment opportunities in China, and why USD funds can nevertheless still make handsome returns for their investors. Listen to the full-interview in the audio podcast or […]

  • July 19, 2012: Monte Brem: Investors Must Safeguard Against RMB Fund Preferential Treatment In China

    In this episode of China Money Network, guest Monte Brem, CEO of private equity firm StepStone Group, shares his firm's investments in China and how offshore investors can protect themselves when investing with local Chinese managers. Listen to the full-interview in the audio podcast, watch the shortened video version or read an excerpt. Q: You […]

  • July 11, 2012: Howard Marks: Oaktree’s Performance In China Graded C+

    In this episode of China Money Podcast, guest Howard Marks, co-founder and chairman of Oaktree Capital Management, reveals his thoughts on China’s economy and its investing environment. He also gives a surprisingly frank evaluation of Oaktree Capital Management’s performance in China. Listen to the full-interview in the audio podcast, watch the shortened video version or […]

  • June 28, 2012: News Review: China To Invest 410 Billion Yuan On Water Supply By 2016

    In this episode of China Money Podcast, our host Nina Xiang reviews the most important investment news of the week. Listen to the complete interview in the audio podcast, watch a shortened video version, or read an excerpt below. – China recently released its twelfth five-year plan for its water supply systems. The plan indicates […]

  • June 18, 2012: Hellen Song: China's Kids, Women And Elderly Promise Bright Investment Returns

    In this episode of China Money Podcast, guest Hellen Song shares her views on where great investment opportunities exist for venture capitalists in China, and what type of entrepreneurs are more likely to survive — and succeed — in the rough markets of China. Q: We are sitting in this beautiful Beijing courtyard hotel, which […]

  • June 11, 2012: Jim Rogers: China's Prospects Cloudy Until 2014; Keep Your RMB And Buy HK Dollars

    In this episode of China Money Podcast, guest and veteran investor Jim Rogers shares his bearish views on the Chinese property sector, and explains why those who argue that the RMB is approaching fair value are wrong. Listen to the complete interview in the audio podcast, watch a shortened video version, or read an excerpt […]

  • June 5, 2012: Nick Cao: Make A Killing In Retail Properties In China's Tier-Two Cities

    In this episode of China Money Podcast, guest Nick Cao, China head of investment and capital transaction at Knight Frank, discusses China's commercial property sector, which has gone through an explosive growth phase after early 2010, when home buyer restriction policies dragged down the residential property market. Q: Since the government launched home buyer restrictions, […]

  • May 30, 2012: Ludvig Nilsson: China's Western Regions Are Private Equity's Golden Frontier

    In this episode of China Money Podcast, guest Ludvig Nilsson, co-founder and managing director at Jade Invest, discusses the challenges facing China's private equity industry and where he sees attractive investment opportunities. Listen to the podcast, watch the shortened video or read an excerpt: Q: Last year, you described China’s private equity industry as a hyped […]

  • May 23, 2012: News Review: China Accelerates Fiscal Stimulus To Arrest Further Deterioration

    In this episode of China Money Podcast, our host Nina Xiang reads the tea leaves of an important signal from Beijing that China is determined to deliver its economic growth objective this year, whatever it takes. According to Chinese state media, the Chinese government is stepping on the pedal of fiscal stimulus. Organizations and local […]

  • May 16, 2012: John Barnes: Red Light Ahead For Chinese Green Tech Sector

    In this episode of China Money Podcast, guest John Barnes, partner at PricewaterhouseCoopers Consultants (Shenzhen) Lt, examines investment opportunities in China's drive to achieve a more sustainable and greener growth. In particular, he explains the enormous potential of wastewater treatment businesses in China, and why many green tech companies might fail as the industry consolidates. […]

  • May 8, 2012: Richard Herd: No Need To Cut Taxes In China; Instead Raise Government Deficit For Fiscal Stimulus

    In this episode of China Money Podcast, China economist at the Organization for Economic Co-operation and Development (OECD), Richard Herd, takes on China's tax systems and financial reform. Contrary to popular opinion, Mr. Herd disagrees with policy suggestions to cut taxes as fiscal stimulus. As he sees it, China's tax burden on companies and individuals […]

  • May 5, 2012: Track China's Money Supply And Loan Growth For Risks

    In this episode of China Money Podcast, hear what Mr. Ewen Cameron Watt has to say about China's property sector. Mr. Cameron Watt is a managing director and portfolio manager at BlackRock, Inc, and below is an excerpt of his viewpoints. On the Chinese property market, is it a bubble and is it bursting? What’s […]

  • April 27, 2012: Jonathan Fenby: Hukou System An Entry Point In China's Next Stage Of Reforms

    In this episode of China Money Podcast, well-known British writer and China expert Jonathan Fenby gives his diagnosis of China's long-term challenges. Will the world's second largest economy go on to surpass the U.S. in a couple of decades? Or, is an apocalypse in the cards? Listen to the podcast on our website, or read […]

  • April 19, 2012: 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, chairman of Marketfield Asset Management, expresses his bearish views on the Chinese economy 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 […]

  • April 13, 2012: 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. Q: For those of us who don’t know much about investing in wine, how does it work? A: I think we can look at wine investment as any other commodity investment. The reality […]

  • April 7, 2012: Alberto Forchielli: Incredible Evaluation Arbitrage Opportunities Exist Between China And Europe

    In this episode of China Money Podcast, guest Alberto Forchielli, managing partner at Mandarin Capital Partners, discusses China-Europe cross-border deals, the challenges Chinese companies face when expanding overseas, and the mistakes he has made but never regretted. Listen to the full interview in the audio podcast, or read an excerpt. Q: First, give us a […]

  • March 30, 2012: 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

  • March 22, 2012: Dan Ikenson: U.S.-China Trade War Is More Roar Than Dragon Fire

    In this episode of China Money Podcast, guest Dan Ikenson, director at Herbert A. Stiefel Center for Trade Policy Studies at the Cato Institute, discusses the latest U.S.-China trade frictions and if there is really an escalating trade war between the two countries. Listen to the full interview in the audio podcast, or read an […]

  • March 16, 2012: Yukon Huang: China's Unbalanced Economy Is A Strength

    In this episode of China Money Podcast, we hear special speaker Yukon Huang, senior associate at Carnegie Endowment, analyze China’s unbalanced economy. Is it really a problem, or is it a virtue? On the declining consumption-to-GDP ratio in China: People are very concerned about China’s consumption’s share of GDP. It has been falling to 35 […]

  • March 8, 2012: Ben Simpfendorfer: the Era of Cheap Made-in-China Goods Is Over

    In this episode of China Money Podcast, guest Ben Simpfendorfer, managing director at Silk Road Associates, discusses China’s manufacturing sector and its challenges to improve productivity. Q: Your perspective of looking at the Chinese economy is unique. You suggested that we shouldn’t look at it as a whole. Rather, we should look at it as […]

  • March 2, 2012: Tom Delatour: Long on Real Estate Investment in China’s Tier II Cities

    In this episode of China Money Podcast, guest Tom Delatour, CEO and co-founder of Beijing-based Century Bridge Capital, discusses the opportunities in investing in China’s residential real estate in its second-tier cities. Listen to the full interview in the audio podcast, watch an abbreviated video version, or read an interview excerpt. Q: First give us […]

  • February 25, 2012: Michael Werner: Chinese Banks Will Surprise On The Upside

    In this episode of China Money Podcast, guest Michael Werner, senior research analyst covering the Chinese and Hong Kong banks at Sanford Bernstein & Co., discusses Chinese banking stocks, their exposure to local governments and the property sector, and whether Chinese banks will see their non-performing loan ratios skyrocket. Listen to the full interview in […]

  • February 16, 2012: Anthony Siu: Chinese Cross-Border Deals Are Diversifying

    In this episode of China Money Podcast, guest Anthony Siu, managing director at Robert W. Baird & Co., discusses Chinese cross-border M&A, what challenges Chinese companies face when doing deals overseas and how they can handles those challenges. Listen to the full interview in the audio podcast, or read an excerpt. Q: Your firm focuses […]

  • February 12, 2012: David Gosset: Debt Crisis Draws China And EU Closer

    In this episode of China Money Podcast, guest David Gosset, director of the Euro-China Center for International and Business Relations at China Europe International Business School (CEIBS), discusses China’s potential aid to the Eurozone and the long-term relationship outlook between China and the European Union. Listen to the full interview in the audio podcast, or […]

  • February 1, 2012: Jack Perkowski: Bullish On Energy Efficiency Technology, Health Care And Financial Services In China

    In this episode of China Money Podcast, guest Jack Perkowski, founder and managing partner at JFP Holdings, discusses his views on China's economy in the Year of the Dragon, where he sees great investment opportunities and key challenges facing China for the long term. Listen to the full interview in the audio podcast, watch the […]

  • January 25, 2012: News Review: Average New Home Prices In China Declined In December, But Rose For 2011

    In this episode of China Money Podcast, Nina Xiang reviews the news on: – China's economy is projected to grow at 8.4 percent this year by the World Bank – China and the United Arab Emirates signed a currency swap deal to expand the usage of the RMB – Average new home prices declined in […]

  • January 21, 2012: Robert Blohm: Why You Might Want To Short China

    In this episode of China Money Network, guest Robert Blohm, managing director at Keen Resources Asia, discusses his views on China's long-term challenges. Listen to the full interview in the audio podcast, or read an excerpt. – Changes of China's demographics point to lower or even zero economic growth sooner than expected – The low-hanging […]

  • January 16, 2012: News Review: Chinese Economy Reaches Turning Point

    In this episode of China Money Podcast, we review the news on: – China’s trade surplus fell for the third consecutive year in 2011 – China’s consumer-price index continues to moderate with December CPI index lower for the fifth straight month – China’s total foreign reserves dropped for the first time since 1998 – Beijing […]

  • January 14, 2012: Christopher Rothery: Europe Will Muddle Through, China Will Manage A Soft Landing

    In this episode of China Money Podcast, guest Christopher Rothery, portfolio manager in the fixed income division at T. Rowe Price Group Inc., discusses where he sees opportunities in emerging market bonds and how the Eurozone debt crisis might affect emerging markets this year. Listen to the full interview in the audio podcast, watch the […]

  • January 8, 2012: News Review: China To Expand Short Selling Program

    In this episode of China Money Podcast, we review the news on: – Nomura expects China’s economy to slow down to 7.9% for 2012 due to investment and consumption slowdown – Bernstein Research cuts earning estimates for major Hong Kong banks by 7% for 2012 – China plans to launch an intermediary entity to expand […]

  • January 5, 2012: Philip Cunningham: Expect Smooth Power Shift to China's Xi Jinping

    In this episode of China Money Podcast, guest Philip Cunningham discusses China's pending leadership transition, and what that means for investors: – China will achieve a smooth leadership transition to the fifth generation of leaders led by Xi Jinping "China looks pretty stable to me. There are sparks but I don't see a chance of […]

  • December 18, 2011: John Wong Sees Opportunities In Chinese Consumer Discretionary Stocks

    In this episode of China Money Podcast, guest John Wong, president of Oberweis Asset Management (Asia) Ltd, discusses his outlook for investment opportunities in 2012: – Chinese government will probably begin to ease monetary policy further after the second quarter – Inflation in China will likely be more subdued and stay around 3-4% going forward […]

  • December 5, 2011: Kevin Pollack Sees More U.S.-listed Chinese Companies Go Private

    In this episode of China Money Podcast, guest Kevin Pollack, managing director at Paragon Capital, discusses: – Short-seller Carson Block's attack on Focus Media Holdings: Will his accusations prove to be viable? – Chinese companies continue to retreat from U.S. stock market: What are the drivers and how long will this continue? – What are […]

  • November 25, 2011: Jim Rogers Sees An Ugly Chinese Property Bubble Burst

    In this episode of China Money Podcast, guest and veteran investor Jim Rogers discusses: – China's economy and stock market: Will the economy manage its challenges? Is there a bull market waiting ahead? – China's property market: What will be the consequence of a price correction? – China's Renminbi: Will it continue to appreciate against […]

  • November 13, 2011: Stan Abrams: Progress Seen On China's Anti-Monopoly Law

    In this episode of China Money Podcast, guest and Chinese law blogger Stan Abrams discusses: – SEC's tightened new rules regarding reverse mergers of companies listing in the U.S.: Is this sufficient to protect investors? – Yum! Brands' acquisition of Chinese restaurant chain Little Sheep approved: Does this mean China is loosening its grip on […]

  • November 4, 2011: Paul Gillis: China's Expat Social Insurance Tax Lacks Clarity; Conundrum Between U.S. and Chinese Regulators Needs To Be Solved By Diplomacy

    In this episode of China Money Podcast, guest Paul Gillis, professor of accounting at the Guanghua School of Management, Peking University, discusses: – What is the impact of the new expat social insurance tax to companies and expatriate workers in China? – What can the U.S. and Chinese securities regulators do to improve the auditing […]

  • October 26, 2011: News Review: China's Oct PMI Climbs; Analyst Sanguine On China's Shadow Banking Sector

    In this episode of China Money Podcast, our host Nina Xiang reviews the most important investment news this week: – China's October PMI climbs and market sentiment improves – BlackRock predicts that the Chinese economy will stagnant at 7-8% annual growth in the next few years – Two Chinese officials jailed for leaking secret economic […]

  • October 16, 2011: IMF's Murtaza Syed: A Smooth Landing For China's Economy

    In this episode of China Money Podcast, hear special speaker Dr. Murtaza Syed, International Monetary Fund (IMF)'s deputy chief representative in China, the deputy chief representative of the International Monetary Fund in China, talk about the following topics: – Economic outlook for China and the global economy – The causes of China's property market bubble […]

  • October 8, 2011: Review: Sunshine Private Equity In China

    In this episode of China Money Podcast, our host Nina Xiang review a unique phenomenon in China's asset management industry, sunshine private equity funds: – What is sunshine private equity? – Why does it exist, and how is it different from other PE funds? – What is happening to China's sunshine private equity funds right […]

  • October 2, 2011: Malcolm Riddell: Be Alert To China's "Red Revival"; U.S. Municipalities Must Protect Themselves From Chinese Investments

    In this episode of China Money Podcast, guest Malcolm Riddell, president of China-focused investment banking firm RiddellTseng Partners, discusses: – What are the economic ramifications of China's "Red Revival" phenomenon? – What is the future direction of the "Red Revival", and what does it mean for foreign investors? – What changes will take place in […]

  • September 25, 2011: Tanuj Khosla: Bullish On Dim Sum Bonds, Distressed Debt Opportunities In China And India Very Attractive

    In this episode of China Money Podcast, guest Tannuj Khosla, research analyst at Singapore-based 3 Degrees Asset Management, discusses: – Malaysian government investment arm Khazanah National postpones RMB500 million dim sum bond deal: should investors be concerned? – How large can the dim sum bond market grow to in the next 12 months? – Where […]

  • September 10, 2011: Mark Williams: China Inflation May Decline To 5% By Year-end; No Worries On China Falling Into Middle Income Trap

    In this episode of China Money Podcast, guest Mark Williams, chief China economist at Capital Economics, discusses: – China's August inflation declines to 6.2%: Will it continue to fall? China's Central Bank is unlikely to tighten policy, but will it consider loosening? – Will China fall into the so-called Middle Income Trap? – Bad economic […]

  • September 4, 2011: News Review: China's August PMI, New Loan Issuance, Upcoming Hong Kong IPOs

    In this episode of China Money Podcast, our host Nina Xiang reviews the most important investment news this week: – China's August PMI recovers from July, pointing to an economic soft landing – RMB1.63 trillion trade settled in the Chinese currency until July: faster growth ahead with projections of US$2 trillion trade settled in RMB […]

  • August 26, 2011: Roger Gordon: Tax Structures in China and India Followed Similar Path; RMB Could Become An Alternative Safe Haven

    In this episode of China Money Podcast, guest Roger Gordon, professor of economics at the University of California San Diego, discusses: – How taxes influence economic development in emerging markets: How do China and India compare with each other? – The division of tax revenues between local government and the central government: What should China […]

  • August 19, 2011: Fredrik Öqvist: Tudou's Valuation Could Go Lower; Potential Revenue Downturn For Baidu.com

    In this episode of China Money Podcast, guest Fredrik Oqvist discusses: – Tudou.com is finally listed on NASDAQ: Shares down 9% during its first day of trading, will it go lower? – China’s national television station CCTV's mysterious attack on search engine giant Baidu.com: Is Baidu's revenue model at risk? – Both QDII and QFII […]

  • August 12, 2011: Stan Abrams: Variable Interest Equity Is A Very Risky Structure

    In this episode of China Money Podcast, guest and Chinese law blogger Stan Abrams discusses: – What is VIE and why do investors use them in China? – Alibaba Group's transfer of key asset without consent of shareholders including Yahoo: Is this a wake-up call for investors? – What should investor do post the Alibaba-Yahoo […]

  • August 6, 2011: Gabriel Yap: Bullish On China's Venture Capital; Offshore RMB Bond Market Needs Faster Growth

    In this episode of China Money Podcast, guest Gabriel Yap, executive chairman of GCP Global, discuss: – Total assets of China's venture capital industry up 50% last year: Where can investors find attractive returns? – Shenzhen Stock Exchange to launch an ETF for its growth enterprise board: Other new products to follow? – KKR to […]

  • July 31, 2011: Xiang Songzuo: U.S. Default Possible, QE3 Will Be A Mistake, and China's Train Crash Won't Slow Investment

    In this episode of China Money Podcast, guest Xiang Songzou discusses: – The impact of a U.S. default on China: What damage will it do to the biggest holder of U.S. debt? – The economic aftermath of China's high-speed train crash: Will infrastructure and high-tech investment be slowed? – China's banking regulator releases stress test […]

  • July 22, 2011: Kevin Pollack: A Great Opportunity To Buy Chinese Stocks – Right Now

    In this episode of China Money Podcast, guest Kevin Pollack, managing director at Paragon Capital, discusses: – Short sellers including Carson Block's attack on Chinese companies listed overseas: Is the trade overdone, Is the trade over? – Hedge fund big shot John Paulson's US$500 million loss: Could he have lost less? – Chinese companies' stocks […]

  • July 14, 2011: Patrick Chovanec: Foreign Investors Will Likely Sell Chinese Banking Shares At A Huge Profit

    In this episode of China Money Podcast, guest Patrick Chovanec, an associate professor at Tsinghua University, discusses: – China's second quarter economic data remain robust: Another interest rate hike on the horizon? – China will buy five million metric tons of corn this year: How will China's huge demand for crops impact markets? – Monsanto […]

  • July 9, 2011: He Weiwen: PBOC Interest Rate Hike and Rare Earth Dispute in China

    In this episode of China Money Podcast, guest He Weiwen discusses: – People's Bank of China raises key interest rates by 25 bps: Will this stifle inflation? – Temasek sells stakes in two major Chinese banks: Are more major investors to sell? – US and China to hold talks on China-based auditing firms: Will this […]

  • July 1, 2011: Robert Blohm: Local Government Debt and Shale Gas Production

    In this episode of China Money Podcast, guest Robert Blohm, managing director at Keen Resource Asia, discusses: – China's final tally on local government debt: Is RMB10 trillion too low? – China's property market facing correction: Is a crash inevitable? – First tender issued for China's shale gas exploration: – Possible oil leak in Bohai […]