The Investor's Guide to China: Opening up (#1...

Have the past few years just been a blip or is it possible to deliver the sort of returns the AI boom has provided on a longer-term basis? In this bonus episode of the podcast leading US portfolio manager Mark Schmehl talks to Seb Morton-Clark about the longer-term methods that h ...  Show more

With markets entering a less certain phase, defensive strategies are coming to the fore. But how do you construct resilience without missing out on the rally? Multi-asset portfolio managers Mario Baronci and Pranav Aggarwal tell Seb Morton-Clark what they're buying now to secure ...  Show more

Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important implications for the Chinese economy, consumption trends, and where investors should be looking.

In this episode, Catheri ...

On todays episode, Aidan Garrib Global Macro Strategy & Research at PGM Global joins the show for a deep dive into the Chinese economy.  We take a look under the hood into the shadow debt within China, the Governments crackdown on credit & Aidan's outlook for both Chinese equiti ...  Show more

After better-than-expected economic data kicking off the year, and a blistering start for the equity market, where does China go from here? Goldman Sachs Research’s Hui Shan and Kinger Lau discuss the evolution of China’s economy and capital markets. Learn more about your ad choi ...  Show more