Alice Wang: Why invest in China?

Alice Wang is the manager of the Quaero Capital Bamboo and China funds. In this episode we discuss Alice’s investment philosophy and how she thinks about investment themes and valuation in the country, outlining the common misconceptions about investing in China. Alice draws a distinction between product value and user value for some of the major technology platforms and outlines the opportunity cost of holding stocks outside of China.For further information please visit www.waverton.co.uk or www.quaerocapital.com.  LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Alice Wang - https://www.linkedin.com/in/alice-wang-cfa-3898b818/This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.