Flirting with Models cover image

Vivek Viswanathan - Quant Equity in China (S4E10)

Flirting with Models

00:00

How to Improve a Model in China?

In china, the government is trying to reform soes and make them more efficiant. We have ssoe classification as a prmee in our expected return model. But if we believe the reforms would be successful, we should remove that verb. And for what it's worth, we haven't decided what to but the key here is we need to act before the regime has shifted or soon after.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app