The Acquirers Podcast China A: Vivek Viswanathan on investing in China "A" shares with Tobias Carlisle on The Acquirers Podcast
Jul 26, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
Accessing Chinese Equities
01:47 • 4min
What You See in China Compared to the Us?
05:31 • 3min
Factors in China
08:02 • 6min
How Does Momentum Perform in China?
13:48 • 3min
Momentum Crash in China
16:35 • 2min
Is Momentum the Over Reaction or the Reaction to Under Reaction?
19:03 • 2min
The Value Factors in China
21:20 • 3min
The China a Factors Are Uncorrelated With Global Markets
23:55 • 3min
What's the Difference Between Value and Other Signals?
27:19 • 5min
The Accounting Manipulation Challenge in China
31:59 • 2min
How Do Extraordinary Items Work?
34:29 • 4min
Investing in China
38:24 • 2min
What's Going on in the Market?
39:59 • 5min
Quantimental
45:04 • 3min