Capital Decanted #5 S2 Decanter's (Half) Dozen: Is China Investable?
Despite being thousands of years old, China’s current economic and political system began to take shape only in the late 20th century, particularly following the economic reforms initiated in the late 1970s. Today, China represents one of the largest economies in the world, a breeding ground for innovation, and an exciting capital market increasingly open to foreigners. However, recent policy swings and geopolitical events have called many items into question - is China investable? Is it possible to develop a long-term view despite short-term geopolitical headwinds? And, most importantly, will the many years of progress toward economic and political pragmatism win the day? We're joined by China private capital investor pioneer, Ed Grefenstette, CEO and CIO of the Dietrich Foundation.
Introduction: (2:09)
Halftime: (1:22:17)
Guest: (1:30:26)
Guest:
Ed Grefenstette, CEO and CIO, The Dietrich Foundation