Cover image of China Money Podcast - Audio Episodes
(48)
Investing
Tech News

China Money Podcast - Audio Episodes

Updated 20 days ago

Investing
Tech News
Read more

Listen to China-based fund managers, analysts, dealmakers and economists discuss investment opportunities in China, with our host Nina Xiang. Subscribe for real local business knowledge and insights on investing in China. A service of China Money Network.

Read more

Listen to China-based fund managers, analysts, dealmakers and economists discuss investment opportunities in China, with our host Nina Xiang. Subscribe for real local business knowledge and insights on investing in China. A service of China Money Network.

iTunes Ratings

48 Ratings
Average Ratings
47
1
0
0
0

helpful and timely

By rcastleman - Aug 04 2018
Read more

a helpful and timely podcast for those who want to keep current

Great

By jarvis vsn - May 22 2018
Read more

Do you have Chinese version of the podcast? I like to send info to friends in China but they lack English ability

iTunes Ratings

48 Ratings
Average Ratings
47
1
0
0
0

helpful and timely

By rcastleman - Aug 04 2018
Read more

a helpful and timely podcast for those who want to keep current

Great

By jarvis vsn - May 22 2018
Read more

Do you have Chinese version of the podcast? I like to send info to friends in China but they lack English ability

Cover image of China Money Podcast - Audio Episodes

China Money Podcast - Audio Episodes

Updated 20 days ago

Read more

Listen to China-based fund managers, analysts, dealmakers and economists discuss investment opportunities in China, with our host Nina Xiang. Subscribe for real local business knowledge and insights on investing in China. A service of China Money Network.

Rank #1: David Ji: China’s Ghost Cities Are Not A Problem Of Oversupply

Podcast cover
Read more

In this episode of China Money Podcast, guest David Ji, head of research and consultancy of Greater China at property advisory firm Knight Frank talks to our host Nina Xiang about where the Chinese property market is in its current market cycle and how China's ghost cities could be revived. Listen to the full interview in the audio podcast, watch an abbreviated video version, or read an interview excerpt. Q: The Chinese real estate market has recovered somewhat after the government's loosening policies. Where do you think the market is in its current cycle? Q: In the past when government imposed housing purchasing restrictions, it took four to five years for the prices to come down. I would imagine the current encouraging policies would take some time. The market is stabilizing, but is still in an early recovery stage. Q: Do you agree with the view that the Chinese property market is in a paradigm change, and may go into a prolonged slump? A: Well, I'm not sure about that. But I do believe that the government intervention driving market dynamics in the past will not last very long. They need to establish market mechanisms including relevant laws and property tax to drive the market going forward. Q: For long-term institutional investors, where do you still see attractive opportunities? Logistics and warehouses are obviously investors' favorite right now. Carlyle, Warburg Pincus and Boyu Capital have all made investments in this sector lately. A: Yes, I was going to say logistics. Elsewhere, we have seen investors achieving various degrees of success in the office market and retail sector. But in general, anything to do with China's transition to a new economic growth model is good. That could be e-commerce related real estate, infrastructure that drives China's new economy, or office market geared towards new and innovative industries. Q: How about in terms of geography, should investors still focus on tier one cities? A: We used to favor second-tier cities over first-tier cities because of their high growth rate. But investors now realize quality of the property is far more important than growth. Even major second-tier cities, such as Hangzhou and Tianjin, are not necessarily as attractive in terms of risk and return as first-tier cities, especially Beijing and Shanghai. Q: What's your outlook for the commercial and office market? A: The commercial market has been quiet for some time, but should be stable going forward. The office market is pretty much driven by supply and demand. In some places such as Shanghai's Lujiazui, there is still a lack of quality supply. Q: How about the residential market? A: It's slowly recovering. Given the recent turmoil in the stock market, lots of investors believe residential properties are still a safer bet. So we are not too worried about a lack of investment in the residential market. We will still see some growth even if it has been slow at the moment. My take on the surplus supply or ghost cities is that it is not a problem of the amount of apartments being released into the market. It is a rather a problem of the mis-location of these supplies. There are a lot of supplies in very remote areas or lower-tier cities where there is no infrastructure or enough demand. Once some infrastructure is put in place, we could see some ghost cities become revived. About David Ji: David Ji is the director, head of research and consultancy of Greater China at global property consultancy Knight Frank. He has more than 18 years of research and consultancy experience, having previously worked at Ernst & Young and DTZ, serving various research and advisory leadership roles.

Aug 13 2015
18 mins
Play

Rank #2: Jim Rogers: China Should Open Up Its Financial Markets Now

Podcast cover
Read more

In this episode of China Money Network, 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, but be sure to listen to the full interview in audio or watch an abbreviated video version. Don't forget to subscribe to the podcast in the iTunes store. Q: The just completed third plenum meeting provided a road-map for China's future reforms. It created this renewed sense of optimism about China's future. Do you share that feeling? A: I was quite delighted to see what they said. The one overriding point is that the market is going to make the final decision. That is contrary to what is happening in the U.S., and that is why the world is moving to Asia. Q: The policy initiatives may look near perfect on paper, but no doubt the most challenging part will be implementation. What do you see as the biggest risk in implementation? A: In the past few years, the momentum (for reform) in China has slowed because of vested interests and their fear of losing power. The new leadership now says let's move on and just do it. But it won't happen with a snap of the finger. Q: What would you like to see in China's financial reform? A: They should make their currency, the RMB, convertible this afternoon. They started (currency reforms) in 2005 and have taken many small steps. But China is no longer a weak economy. It is the most successful country in the past thirty years. There is nothing to fear. Q: Interest rate liberalization, floating the currency and opening up capital accounts, which one should come first? A: I would think all of the above this afternoon. But they've been very slow and only taken small steps. Deng Xiaoping says you cross a stream by feeling one rock at a time. That's correct. But there comes a time when you get to the other side, and let's move ahead. China is on the other side now. Q: How worried are you about capital outflows if the capital accounts are opened now? A: Of course there will be capital outflows. The RMB may even go down for a while. But just do it and get it over with. There will be a lot of capital inflows as people like me want to put money into China. Have you ever heard of people smuggling money into a country with capital controls? No. People in China are trying to get their money out. But there are also many people who want to rush into China. This is the point of a free and open market. Trust me, it's not the end of the world. The Australians, Germans and Japanese used to worry about (opening up capital accounts). But somehow they all survived. Trillions of dollars flow in and out everyday in the foreign currency market. China will survive too. Q: You have been bullish on the RMB for a long time, but the RMB only appreciated for roughly 12% since 2008. You can't say that it's a great performance as an investment? A: That depends on what you compare with. There are many other currencies that were down. We presume one has earned interest as well even if it's just put into a CD (certificate of deposit). Don't forget that those interests get compounded. But you are right, there are many other investments that could have made a lot more money. But the point is the currency has continued to appreciate and will continue to appreciate. It may be double or triple in the next 10 to 20 years. Q: Are you buying Chinese company shares now? A: Yes. Q: Can you give us a couple of those names? A: I've never bought Chinese domestic A shares in my life because it's always more e...

Nov 19 2013
26 mins
Play

Rank #3: Alexander Mearns: Huge Growth Potential For China-Focused Hedge Funds

Podcast cover
Read more

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 the industry is less correlated to the market than the global hedge fund sector, and his outlook for the Chinese hedge fund space. Read an excerpt below, but be sure to listen to the full episode in audio. Don't forget to subscribe to the podcast for free in the iTunes store.

Jun 03 2014
12 mins
Play

Rank #4: Aidan Yao: No Policy Easing Yet For China’s Sluggish Property Sector

Podcast cover
Read more

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 Investor (QDII) program still faces a lack of interest from Chinese investors. Read an excerpt below, but be sure to listen to the full episode in audio. Don't forget to subscribe to the podcast for free in the iTunes store.

Jul 18 2014
21 mins
Play

Rank #5: Kai-Fu Lee: BAT And VCs Will Drive More China Merger Deals

Podcast cover
Read more

In this episode of China Money Podcast, guest Kai-Fu Lee, founder of US$500 million-under-management early stage venture firm Innovation Works, spoke to our host Nina Xiang. Dr. Lee shared his views on why he is bullish long-term on Chinese start-ups in the O2O (online-to-offline) and P2P (peer-to-peer) lending space, and what is driving mergers between technology rivals. He stopped short though from offering predictions on specific merger deals that might soon happen. Be sure to listen to the full interview in the audio podcast. Don't forget to subscribe to China Money Podcast for free in the iTunes store.

Nov 04 2015
13 mins
Play

Rank #6: China VC/Tech Weekly Roundup: UCAR Pays $610M For Stakes In Borgward, NewMargin Hits First Close For New Fund

Podcast cover
Read more

In this episode of China Money Podcast, listen to all the news headlines in the China venture and tech sector for the week of March 18 to March 22, with Eudora Wang sitting in for Nina Xiang in Hong Kong. Topics covered include Alibaba-backed Chinese car service provider UCAR would pay RMB4.10 billion (US$610.63 million) for a 67% stake in car manufacturer Borgward, Chinese state-owned investment firm NewMargin Ventures launched a RMB10 billion (US$1.49 billion) new fund, and Singapore-based investment firm Tembusu Partners said to launch several China-focused funds totaling at least RMB1 billion (US$149.26 million). Be sure to subscribe to China Money Podcast for free in the iTunes store, or subscribe to our weekly newsletter.

Mar 22 2019
8 mins
Play

Rank #7: Steven Feldman: Hidden Surveillance Adds To Risks Of Doing Business In China

Podcast cover
Read more

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 China, and how China's current anti-corruption campaign is different from those of the past. Read an excerpt below, but be sure to listen to the full episode in audio. Don't forget to subscribe to the podcast for free in the iTunes store.

Jul 02 2014
20 mins
Play

Rank #8: Min Lin: Chinese Private Equity Secondary Deals May Peak In The Next Few Years

Podcast cover
Read more

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 ESG (Environmental, Social and Governance) investing in China. Read an excerpt below, watch an abbreviated video version, but be sure to listen to the full episode in audio. Don't forget to subscribe to the podcast for free in the iTunes store.

Sep 03 2014
27 mins
Play

Rank #9: Zennon Kapron: Despite Tight Regulation, Bitcoin Has Exciting Future In China

Podcast cover
Read more

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 the future of Bitcoin in China. Read an excerpt below, but be sure to listen to the full episode in audio. Don't forget to subscribe to the podcast for free in the iTunes store.

Sep 15 2014
24 mins
Play

Rank #10: China VC/Tech Weekly Roundup: Ke.com To Raise $800M Series D Round, Tencent Leads $297M In Big Data Solutions Provider

Podcast cover
Read more

In this episode of China Money Podcast, listen to all the news headlines in the China venture and tech sector for the week of March 25 to March 29, with Eudora Wang sitting in for Nina Xiang in Hong Kong. Topics covered include Chinese multi-service property firm Ke.com is raising US$800 million in a series D round led by Tencent, Chinese big data solutions provider MiningLamp Technology secured RMB2 billion (US$297 million) in a series D round, and Chinese fresh food chain supermarket Yipin Shengxian completed a RMB2 billion (US$297 million) series B round. Be sure to subscribe to China Money Podcast for free in the iTunes store, or subscribe to our weekly newsletter.

Mar 29 2019
9 mins
Play

Rank #11: John Wong: Expect A Better Second Half For Chinese Stocks

Podcast cover
Read more

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 IPO directly, instead of a backdoor listing, as well as some of his favorite winning stock ideas. Read an excerpt below, but be sure to listen to the full episode in audio. Don't forget to subscribe to the podcast for free in the iTunes store.

Jun 12 2014
21 mins
Play

Rank #12: Mark McFarland: China’s Long-Term Future Remains Strong Despite Negative Headlines

Podcast cover
Read more

In this episode of China Money Podcast, guest Mark McFarland, global chief economist at private bank Coutts & Co. Limited, speaks to our host Nina Xiang. He shared his views on why investors should not focus too much on the near-term volatility in the Chinese economy and markets, why the RMB has limited space for future depreciation, and what he recommends for global and regional asset allocation. Be sure to listen to the full interview in the audio podcast. Don't forget to subscribe to China Money Podcast for free in the iTunes store. About Mark McFarland: Mark McFarland is the global chief economist for private bank Coutts & Co., Limited, in charge of the firm's global economic views. Previously, he was chief investment strategist for the wealth management strategy unit at Emirates NBD in the UAE. He has also previously led all-Asian economics research at Peregrine Investment Holdings and Swiss Re in Hong Kong, as well as serving as G10 strategist in the forex team at UBS AG in London.

Sep 29 2015
22 mins
Play

Rank #13: Xia Mingchen: China’s Economic Shift Will Benefit Distressed Debt And Special Situation Funds

Podcast cover
Read more

In this episode of China Money Podcast, guest Xia Mingchen, a Hong Kong-based principal at Hamilton Lane's fund investment team, spoke to our host Nina Xiang. Xia explains how he selects private equity funds to back in China; why he likes distressed debt and special situations strategies going forward; and he discusses Hamilton Lane's involvement in the acquisition of a 30% stake in Sinopec Limited's retail business. Don't forget to subscribe to China Money Podcast for free in the iTunes store, or subscribe to China Money Network weekly newsletters. You can also subscribe to China Money Podcast’s Youtube channel or Youku channel.

Nov 27 2015
31 mins
Play

Rank #14: Benjamin Fanger: Ballooning Bad Loans In China Are The Next Great Opportunity

Podcast cover
Read more

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 highly specialized investment arena. Read an excerpt below, but be sure to listen to the full episode in audio. Don't forget to subscribe to the podcast for free in the iTunes store.

Jul 23 2014
46 mins
Play

Rank #15: Eric Solberg: China’s Property And Steel Sectors Look Interesting Now

Podcast cover
Read more

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 Chinese steel sector. Read an excerpt below, but be sure to listen to the full episode in audio. Don't forget to subscribe to the podcast for free in the iTunes store.

Jun 26 2014
34 mins
Play

Rank #16: Stuart Leckie: Chinese Pensions Should Allocate Assets Into Exchange Traded Funds

Podcast cover
Read more

In this episode of China Money Podcast, guest Stuart Leckie, chairman of Stirling Finance, spoke to our host Nina Xiang. Leckie shared his views on how China's provincial pension funds should diversify their investments, and the possibility of China establishing more national level funds to manage its pension assets. Don't forget to subscribe to China Money Podcast for free in the iTunes store, or subscribe to China Money Network weekly newsletters. You can also subscribe to China Money Podcast’s Youtube channel or Youku channel.

Dec 04 2015
38 mins
Play

Rank #17: Jim Rogers: We Will All Pay A Terrible Price For Today’s Artificial Liquidity

Podcast cover
Read more

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 an end. He also discussed bitcoins, and why he missed the best opportunity to invest in the virtual currencies. He shared some personal experiences about returning to his hometown of Demopolis, Alabama, and the joy of seeing his daughters excel in the Chinese language. Read an excerpt below, but be sure to listen to the full episode in audio. Don't forget to subscribe to the podcast for free in the iTunes store.

May 26 2014
33 mins
Play

Rank #18: Theodore Shou: China Hedge Funds Failed To Achieve Alpha

Podcast cover
Read more

In this episode of China Money Podcast, we feature 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 how he would rate Chinese hedge funds' performance during the recent market sell off, why market volatility is a good opportunity for limited partners to separate the good from the bad, and the reasons behind his continued optimism for China-focused hedge funds to deliver value. Read an excerpt below, but be sure to listen to the full interview in audio, or watch abbreviated video versions. Don't forget to subscribe to the podcast for free in the iTunes store.

Aug 26 2015
24 mins
Play

Rank #19: Peter Crosby: Professional Social Networks Will Replace Online Recruitment Portals

Podcast cover
Read more

In this episode of China Money Podcast, guest Peter Crosby, chief emerging markets officer at Paris-listed professional social network Viadeo Group, talked with our host Nina Xiang, about Viadeo's China business, how it monetizes its social network platforms, and how Viadeo handles content censorship in China. Viadeo is the world's second largest professional social network with 60 million members, compared with LinkedIn Corporation's 300 million members. Read an excerpt below, but be sure to listen to the full episode in audio. Don't forget to subscribe to the podcast for free in the iTunes store.

Sep 23 2014
15 mins
Play

Rank #20: Andrew Teoh: China’s Tech Unicorns May Grow As More Second-Tier Firms Merge In 2016

Podcast cover
Read more

In this episode of China Money Podcast, guest Andrew Teoh, founding partner of Ameba Capital, spoke to our host Nina Xiang. Teoh shared his views on potential mergers among Chinese tech companies that could take place in 2016, what start-ups China's BAT (Baidu, Alibaba, and Tencent) are looking to acquire right now, and if Chinese venture capital investments will cool further next year. Don't forget to subscribe to China Money Podcast for free in the iTunes store, or subscribe to China Money Network weekly newsletters. You can also subscribe to China Money Podcast’s Youtube channel or Youku channel.

Dec 14 2015
28 mins
Play

Similar Podcasts