All Episodes

Andrew Teoh: BAT’s Acquisition Strategy Creates Potential Exits For Venture Funds

Andrew Teoh: More Mergers In 2016 To Create Industry Number Twos

Andrew Teoh: We Like Social Network B2C Start-Ups As Chinese Consumers Mature

Andrew Teoh: RMB Will Become A More Important Currency In Early Stage Investments

Xia Mingchen: Distressed Debt, Special Situations Will Outshine As China Re-Balances

Xia Mingchen: Sector Expertise And Post-Investment Management Are Key For Success In China

Xia Mingchen: We Prefer Country-Specific Funds Over Pan-Asian Peers

Mark McFarland: We Favor Hong Kong-listed Chinese Internet And Banking Stocks

Mark McFarland: China Has Plenty Of Room To Loosen Monetary Policy If Needed

Mark McFarland: RMB’s Future Devaluation Will Be Limited

Mark McFarland: China’s Slowdown Is Good For The World

Leon Liao: Recommend Galaxy, SJM, Sands China, And MPEL

Leon Liao: Macau’s Junket System Is Consolidating, Weak Ones Will Fail

Leon Liao: Macau Gaming Sector May Have Reached Bottom

Tian X. Hou: Qihoo 360’s $9B Privatization Deal Will Complete At Reduced Price

Tian X. Hou: US-Listed Chinese Healthcare And Hotel Firms Well-Suited For Privatization

Tian X. Hou: Privatization Deals Should Proceed Despite Correction And IPO Suspension

Tian X. Hou: Wave Of Privatization Deals Good For China’s Stock Market

Tian X. Hou: Baidu Should Consider Listing Its New Ventures Domestically

Manav Gupta: Hong Kong’s IoT Ecosystem Is The Best In The World

Manav Gupta: Human Microchip Implants May Happen Sooner Than Expected

Manav Gupta: Key Challenge For IoT Sector Is Global Integration

Manav Gupta: The Future IoT 2.0 Will Connect All Facets Of Our Lives

Manav Gupta: IoT Sector Could Be A $7 Trillion Market Opportunity

Theodore Shou: China Hedge Funds Will Continue To Outperform

Theodore Shou: China Macro Funds Suffer Losses From RMB Depreciation

Theodore Shou: Investors Shift Focus To Risk Control After China Market Correction

Theodore Shou: China Hedge Funds Failed To Achieve Alpha In Market Crash

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

David Ji: Real Estate Related To China’s New Economy Still Attractive

David Ji: Chinese Property Market In Early Recovery Stage

Marc Faber: The Chinese Will Not Print Money

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

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

Chi Lo: Patient Investors Should Build Up China Exposure Now

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

Bing Lin: Accounting Abuse Among Listed Chinese Companies Still Widespread

Theodore Shou: China-Focused Hedge Funds Will Continue To Outperform

Goodwin Gaw: China’s Property Market May See 10%-15% Price Drop

Kevin Parker: China Will Set Pace Of Environmental Policy In 2014

Tim Draper: Extraordinary Returns Are Coming Back To Venture Capital In The Next Three Years

Anla Cheng: China’s IPO Market Might Open Sooner Than You Expect

Jim Rogers: China Should Open Up Its Financial Markets Now

Stephen Roach: Fears Of A China Slowdown Are Vastly Overblown

William Shen: Headland Capital Is Bullish On Chinese 4S Auto Dealerships

Arthur Kroeber: Credit Curbs And Structural Reforms Will Heighten China Risk

Tian X. Hou: Weibo Will Finally Bolster Sina’s Bottom Line

Tristen Langley: Start-ups Within Chinese Internet Companies Generate Great Value

Simon Eckersley: HAO Capital-Invested Chinese Medical Equipment Maker Eyes Major Acquisitions

Daan van Aert: Logistic Warehouses And Car Parks Present Best Property Investment Opportunities In China

Chenggang Jerry Wu: Shakedown In China’s Clean Tech Sector Near End, May Be A Good Time To Invest

Sam Gupta: Ripe Arbitrage Opportunity In Potential Indian Banking Sector Consolidation

Chen Zhiwu: Be Prepared For A Fiscal Crisis In China Within Three Years

Jenny Gao: Betting On The Future of China’s Dagong Credit Rating In Europe

André Loesekrug‐Pietri: Very Few Chinese Outbound Investments Are Successful

Yukon Huang: Will China’s New Leaders Bring New, Bold Reforms?

Thomas Hugger: Only Frontier Markets Offer Uncorrelated Returns From A Troubled Global Economy

David Pierce: No-Fault Divorce Clause Is Essential When Investing In Asian Private Equity Funds

Fritz Demopoulos: I Back Committed, First-Mover Start-ups

Gary Rieschel: I’m Confident Qiming Will Be A Top Quartile Performer In China

Huaming Gu: Finding The Rare Investment Jewel In China’s Niche Markets

Bob Partridge: Expect Strong Exits For Private Equity In China In 2013

Philip Pearce: For Warehouse Developers, China Is The New Business Mecca

Chris Meads: Private Equity In China Will Enter A Hiatus In The Next Few Years

Amir Gal-Or: Technology Transfer Plus Local Knowledge In China Equals A Winning Strategy

Chris Brooke: Foreign Investors Must Shift Strategies In Commercial Property Investments In China

Monte Brem: Investors Must Safeguard Against RMB Fund Preferential Treatment In China

Howard Marks: Oaktree’s Performance In China Graded C+

Hellen Song: China’s Kids, Women And Elderly Promise Bright Investment Returns

Jim Rogers: China’s Prospects Cloudy Until 2014; Keep Your RMB And Buy HK Dollars

Nick Cao: Make A Killing In Retail Properties In China’s Tier-Two Cities

Ludvig Nilsson: China’s Western Regions Are Private Equity’s Golden Frontier

Alberto Forchielli: Incredible Evaluation Arbitrage Opportunities Exist Between China And Europe

Michael Werner: Chinese Banks Will Surprise On The Upside