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11min chapter
KraneShares' Brendan Ahern: Is China Investable? | #535
The Meb Faber Show - Better Investing
Trade Relations, Currency Risks, and Investment Insights
Exploring the impact of tariffs on inflation in the US, political influences in trade negotiations, and insights into currency hedging strategies. The chapter also delves into Chinese market dynamics, performance of funds like KMQ and Kwebs, Alibaba's stock and bond comparison, real estate impact on high yield bonds, and surprising statistics about emerging markets' GDP share. Additionally, it discusses trade deficits between the US and China, TikTok's ownership structure and regulatory challenges, and investment opportunities with funds like KWEB and KLBN.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode