

The Investor's Guide to China: Trade and growth (#8)
Apr 7, 2021
In this insightful discussion, Alex Zhang, an equity portfolio manager based in Shanghai, shares his expertise on China's economic landscape. The conversation dives into China's dominance as a global exporter, even amidst trade tensions. Despite challenges like high debt and an aging population, Zhang highlights the appeal of China's capital markets post-pandemic. The panel further unpacks innovation, sustainability, and the evolving bond market, providing foreign investors with valuable insights into navigating this complex environment.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
China's Economic Evolution
01:40 • 6min
Navigating Trade and Sustainability in Shipping
07:45 • 4min
China's Trade Resilience and Financial Market Evolution
11:54 • 13min
China's Demographic Dilemma
24:42 • 6min
Investment Insights in Chinese Government Bonds and Equities
30:16 • 3min