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China Money Podcast - Video Episodes

China Money Podcast - Video Episodes

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China Money Podcast - Video Episodes is a business podcast hosted by ChinaMoneyNetwork.com. It has 74 episodes, with the latest published December 2015.

Watch 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.

business ·en-US ·74 episodes

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1

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

2

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

3

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

4

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

5

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

6

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

7

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

8

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

9

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

10

Mark McFarland: RMB’s Future Devaluation Will Be Limited

11

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

12

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

13

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

14

Leon Liao: Macau Gaming Sector May Have Reached Bottom

15

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

16

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

17

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

18

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

19

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

20

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

21

Manav Gupta: Human Microchip Implants May Happen Sooner Than Expected

22

Manav Gupta: Key Challenge For IoT Sector Is Global Integration

23

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

24

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

25

Theodore Shou: China Hedge Funds Will Continue To Outperform

26

Theodore Shou: China Macro Funds Suffer Losses From RMB Depreciation

27

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

28

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

29

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

30

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

31

David Ji: Chinese Property Market In Early Recovery Stage

32

Marc Faber: The Chinese Will Not Print Money

33

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

34

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

35

Chi Lo: Patient Investors Should Build Up China Exposure Now

36

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

37

Bing Lin: Accounting Abuse Among Listed Chinese Companies Still Widespread

38

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

39

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

40

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

41

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

42

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

43

Jim Rogers: China Should Open Up Its Financial Markets Now

44

Stephen Roach: Fears Of A China Slowdown Are Vastly Overblown

45

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

46

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

47

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

48

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

49

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

50

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

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