
Bruce Ou – Private Market Investing at GroveStreet (EP.347)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Investment Risks in China
This chapter explores the complexities and dual nature of investing in China's private market, highlighting the balance between enthusiasm and caution. It emphasizes the need for rigorous deal selection based on strong fundamentals and the implications of current market risks. Additionally, the conversation addresses common investor pitfalls and the evolving landscape of venture capital, particularly in response to rising interest rates and technological innovation.
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