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14min chapter
Bruce Ou – Private Market Investing at GroveStreet (EP.347)
Capital Allocators – Inside the Institutional Investment Industry
Investing in China: Long-term experience and cautious approach
The chapter discusses the speaker's views on investing in China, highlighting their long-term experience and cautious approach. They mention being an early investor in Alibaba and their careful selection of managers to mitigate risks. They pose the question of whether investors should take the current risks into account and potentially benefit from the premium, or consider the possibility of risks worsening.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode