Past Shows

May 2012

• 16: John Barnes: Red Light Ahead For Chinese Green Tech Sector
• 8: Richard Herd: No Need To Cut Taxes In China; Instead Raise Government Deficit For Fiscal Stimulus
• 5: Track China’s Money Supply And Loan Growth For Risks

April 2012

• 27: Jonathan Fenby: Hukou System An Entry Point In China’s Next Stage Of Reforms
• 19: Michael Shaoul: We Are Shorting Chinese H Shares; China’s Property Slide Is Just Beginning
• 13: Powell Yang: Wine Investments In China Still Have Huge Upside
• 7: Alberto Forchielli: Incredible Evaluation Arbitrage Opportunities Exist Between China And Europe

March 2012

• 30: News Review: Financial Reform Experiment In Wenzhou, China IPO Market Remains Tough
• 22: Dan Ikenson: U.S.-China Trade War Is More Roar Than Dragon Fire
• 16: Yukon Huang: China’s Unbalanced Economy Is A Strength
• 8: Ben Simpfendorfer: the Era of Cheap Made-in-China Goods Is Over
• 2: Tom Delatour: Long on Real Estate Investment in China’s Tier II Cities

February 2012

• 25: Michael Werner: Chinese Banks Will Surprise On The Upside
• 16: Anthony Siu: Chinese Cross-Border Deals Are Diversifying
• 12: David Gosset: Debt Crisis Draws China And EU Closer
• 1: Jack Perkowski: Bullish On Energy Efficiency Technology, Health Care And Financial Services In China

January 2012

• 25: News Review: Average New Home Prices In China Declined In December, But Rose For 2011
• 21: Robert Blohm: Why You Might Want To Short China
• 16: News Review: Chinese Economy Reaches Turning Point
• 14: Christopher Rothery: Europe Will Muddle Through, China Will Manage A Soft Landing
• 8: News Review: China To Expand Short Selling Program
• 5: Philip Cunningham: Expect Smooth Power Shift to China’s Xi Jinping

December 2011

• 18: John Wong Sees Opportunities In Chinese Consumer Discretionary Stocks
• 5: Kevin Pollack Sees More U.S.-listed Chinese Companies Go Private

November 2011

• 25: Jim Rogers Sees An Ugly Chinese Property Bubble Burst
• 13: Stan Abrams: Progress Seen On China’s Anti-Monopoly Law
• 4: Paul Gillis: China’s Expat Social Insurance Tax Lacks Clarity; Conundrum Between U.S. and Chinese Regulators Needs To Be Solved By Diplomacy

October 2011

• 26: News Review: China’s Oct PMI Climbs; Analyst Sanguine On China’s Shadow Banking Sector
• 16: IMF’s Murtaza Syed: A Smooth Landing For China’s Economy
• 8: Review: Sunshine Private Equity In China
• 2: Malcolm Riddell: Be Alert To China’s “Red Revival”; U.S. Municipalities Must Protect Themselves From Chinese Investments

September 2011

• 25: Tanuj Khosla: Bullish On Dim Sum Bonds, Distressed Debt Opportunities In China And India Very Attractive
• 10: Mark Williams: China Inflation May Decline To 5% By Year-end; No Worries On China Falling Into Middle Income Trap
• 4: News Review: China’s August PMI, New Loan Issuance, Upcoming Hong Kong IPOs

August 2011

• 26: Roger Gordon: Tax Structures in China and India Followed Similar Path; RMB Could Become An Alternative Safe Haven
• 19: Fredrik Öqvist: Tudou’s Valuation Could Go Lower; Potential Revenue Downturn For Baidu.com
• 12: Stan Abrams: Variable Interest Equity Is A Very Risky Structure
• 6: Gabriel Yap: Bullish On China’s Venture Capital; Offshore RMB Bond Market Needs Faster Growth

July 2011

• 31: Xiang Songzuo: U.S. Default Possible, QE3 Will Be A Mistake, and China’s Train Crash Won’t Slow Investment
• 22: Kevin Pollack: A Great Opportunity To Buy Chinese Stocks – Right Now
• 14: Patrick Chovanec: Nestle To Buy Hus Fu Chi and Investors Likely To Sell Huge Stakes in Chinese Banks
• 9: He Weiwen: PBOC Interest Rate Hike and Rare Earth Dispute in China
• 1: Robert Blohm: Local Government Debt and Shale Gas Production

Podcasts

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

  In this episode of China Money Podcast, guest John Barnes 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. Listen to the podcast or read [...]

• 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, prominent 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 [...]

• 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 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 [...]

• 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. 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 [...]

• April 7, 2012: 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 [...]

• 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 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 [...]

• March 16, 2012: 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 [...]

• 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 discusses China’s manufacturing sector and its challenges to improve productivity: – China will remain number one in manufacturing, but it is transferring higher costs to consumers – China needs to focus on expanding the private sector and the services sector to avoid failing into the [...]

• 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 discusses investing in residential real estate in China’s second-tier cities: – Middle class in China’s tier II cities have growing abilities to afford housing as income increases faster than housing prices – When forming joint-ventures with Chinese property developers, it is essential to align interests [...]

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

  In this episode of China Money Podcast, guest Michael Werner discusses Chinese banks’ stocks; banks’ exposure to local governments and the property sector; and whether Chinese banks will see their non-performing loan ratios skyrocket. – Chinese banks’ exposure to local governments and the property sector is manageable. NPL ratio will likely go up to only [...]

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

  In this episode of China Money Podcast, guest Anthony Siu discusses Chinese cross-border M&A, what challenges Chinese companies face when doing deals overseas and what they need to do to improve: – Chinese outbound M&A will continue to grow at a high single digit to low double digit rate annually – Cross-border deals will tilt [...]

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

  In this episode of China Money Podcast, guest David Gosset discusses China’s potential help to the Eurozone and the long-term relationship between China and the European Union: – China probably prefers to offer potential assistance to the Eurozone through the IMF – There is no explicit trade-off for China’s financial assistance to Europe – Eurozone [...]

• 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, a.k.a. Mr. China, 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. – Chinese government has great monetary and fiscal resources to achieve a soft-landing – Property [...]

• 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 Podcast, guest Robert Blohm discusses his views on China’s long-term challenges: – Changes of China’s demographics point to lower or even zero economic growth sooner than expected – The low-hanging fruit of reforms has been exhausted and serious actions are need to sustain the economic miracle – China is [...]

• 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 discusses where he sees opportunities in emerging market bonds and how the Eurozone debt crisis might affect emerging markets this year. – European Central Bank will help ensure that the Eurozone debt crisis does not spiral out of control – There is value in some [...]

• 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 – That objective could point to a heavier media crackdown and potential disruptions of business – [...]

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

  In this episode of China Money Podcast, guest John Wong 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 – Investment opportunities are in consumer discretionary [...]

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

  In this episode of China Money Podcast, guest Kevin Pollack 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 the methods to take U.S.-listed [...]

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

  Our Guest Today: Jim Rogers is the chairman of Rogers Holdings. He is an author with a number of best-selling books, including A Gift To My Children, Investment Biker and Adventure Capitalist. He received bachelor’s degrees from Yale University and Oxford University. He currently lives in Singapore with his wife and two daughters. In this [...]

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

  Our Guest Today Stan Abrams is a Beijing-based lawyer with focuses on technology, intellectual property and Internet-related law issues. Mr. Abrams has extensive experience in foreign direct investment in China, having worked here for over 12 years. He also teaches law at Beijing’s Central University of Finance and Economics. In this episode of China Money [...]

• 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
  

  Our Guest Today: Paul Gillis is a professor of accounting at the Guanghua School of Management, Peking University in Beijing, China. Prof. Gillis is also an independent director and chairman of the audit committee of Pansoft, a NASDAQ listed Chinese software company. In this episode of China Money Podcast, guest Paul Gillis discusses: – What [...]

• 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, we reviews the news on: – 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 data to professionals in the securities industry [...]

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

  Today’s Speaker: Murtaza Syed is IMF’s deputy chief representative in China. With a Ph.D. in Economics from Oxford University, he worked as Research Economist at the Institute for Fiscal Studies in London, Senior Policy Analyst at Human Development Center in Islamabad, and taught at Oxford before joining IMF. In this episode of China Money Podcast, [...]

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

  In this episode of China Money Podcast, we 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 now, and what [...]

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

  Our Guest Today: Malcolm Riddell is president of China-focused investment banking firm RiddellTseng Partners and editor of online portal China Debate. Mr. Riddell is an associate-in-research at Harvard University’s Fairbank Center for Chinese Studies, senior visiting fellow at Peking University Law School, and a member at Council on Foreign Relations. In this episode of China [...]

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

  Our Guest Today: Tanuj Khosla is a research analyst at Singapore-based 3 Degrees Asset Management. A graduate from Nanyang Technological University, he currently focuses his research on investment opportunities in the Asian fixed income space. In this episode of China Money Podcast, guest Tannuj Khosla discusses: – Malaysian government investment arm Khazanah National postpones RMB500 [...]

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

  Our Guest Today Mark Williams is chief China economist at Capital Economics, a UK-based independent macroeconomic consultancy. Williams previously worked at the UK Treasury, responsible for economic analysis of Asia. He has degrees in Chinese and economics from the universities of Edinburgh and Oxford respectively. In this episode of China Money Podcast, guest Mark Williams [...]

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

  In this episode of China Money Podcast, we review the news on: – 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 $2 trillion trade settled in RMB by 2015 – Slow progress is witnessed [...]

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

  Our Guest Today: Roger Gordon is professor of economics at the University of California San Diego and visiting professor of economics at Cheung Kong Graduate School of Business. He has done extensive research on taxes in developing countries and economies in transition. He attended Harvard College and received a Ph.D. in economics from MIT. In [...]

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

  Our Guest Today: Fredrik Öqvist is a Beijing-based analyst and consultant focusing on IPO, private equity and venture capital. He previously worked at the Swedish Trade Council in Beijing and served as a consultant to a number of international and Chinese tech companies in their early development stages. In this episode of China Money Podcast, [...]

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

  Our Guest Today: Stan Abrams is a Beijing-based lawyer with focuses on technology, intellectual property and Internet-related law issues. Mr. Abrams has extensive experience in foreign direct investment in China, having worked here for over 12 years. He also teaches law at Beijing’s Central University of Finance and Economics. In this episode of China Money [...]

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

  Our Guest Today: Gabriel Yap is executive chairman of GCP Global, a Singapore-based investment firm, which is an anchor investor in several Chinese IPOs including Sun Art Retail Group. He previously worked at brokerage firms. In this episode of China Money Podcast, guest Gabriel Yap discuss: – Total assets of China’s venture capital industry up [...]

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

  Our Guest Today: Xiang Songzuo is deputy director and senior fellow at the Center for International Monetary Research Institute at Renmin University in Beijing. With a Master’s Degree in International Affairs in Economic Policy Management from Columbia University, Xiang edited and translated Selected Works on Economics by Robert A. Mundell into Chinese. In this episode [...]

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

  Our Guest Today: Kevin Pollack is a managing director at Paragon Capital, a New York-based investment firm with a focus on Chinese investments. He previously worked as an investment banker and attorney at Bank of America and Sidley Austin. He is a magna cum laude graduate of Wharton and holds J.D. and M.B.A. from Vanderbilt [...]

• July 14, 2011: Patrick Chovanec: Nestle To Buy Hus Fu Chi and Investors Likely To Sell Huge Stakes in Chinese Banks
  

  Our Guest Today: Patrick Chovanec is an associate professor at Tsinghua University. He has worked for several private equity funds focused on China, and continues to serve as a fund advisor. He holds an BA in Economics from Princeton University and an MBA from the University of Pennsylvania’s Wharton School. In this episode of China [...]

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

  Our Guest Today: He Weiwen is co-director at the Study Center for China-US/EU. He is also an adjunct professor at Southwestern University of Finance and Economics. From 1997 to 2003, he was Economic and Commercial Counselor at the Chinese Consulate General in New York and San Francisco. In this episode of China Money Podcast, guest [...]

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

    Our Guest Today: Robert Blohm is managing director at Keen Resource Asia. He is a professor of economics at China’s Central University of Finance and Economics. With a B.A. and a M.B.A. from McGill University, he studied under Nobel economist Robert Mundell while obtaining his P.h.D in economics from Columbia University. In this episode [...]