Tag: China
Monte Brem: Investors Must Safeguard Against RMB Fund Preferential Treatment In China
In this episode of China Money Podcast, 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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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, [...]
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 [...]
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 [...]
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. [...]
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 [...]
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 [...]
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 [...]
