Episode 20 – Chinese Equities with Will Lam

In light of the dramatic policy developments observed in China in recent weeks, this month’s podcast takes a moment to reflect on how such policies are impacting Chinese equities. Offering his expert take on whether the reaction is merited, or if the opportunity has now passed, we are delighted to welcome Will Lam, Invesco’s Co-Head of Asian Equities to the studio. Beyond macro talk, Will also offers some keen insight on specific Chinese consumer stocks, as well as the conflicting signals observed from ASML and TSMC in their most recent results. To kick off, however, Will briefly discusses the impact of psychology on how he and his team approach investment; a particularly relevant subject given the anxieties investing in Chinese equity markets have created in recent years.This podcast is for UK Professional Investors Only. Capital at Risk.This podcast was recorded on 21st October 2024.Hosted on Ausha. See ausha.co/privacy-policy for more information.