Exploring US-China economic ties, quant clampdown in China, and perspective on APAC markets. Tech export controls, challenges faced by American firms, and evolving dynamics of US-China relations. Impact of quants in Chinese market, recent market meltdown, and influence on market weaknesses. Insights on Asian investments, real estate, Warren Buffet's investment strategy, and perspectives on passive investing and value stocks.
China's NPC meetings define economic policies, regulatory challenges impact international investors in quant industry.
Deep dives
US-China Relations Meeting and Business Dialogue
US-China relations have improved compared to a year ago, with prominent figures like Susan Clark engaging in dialogue to address falling foreign investment in China. Export controls, especially in technology, remain a significant point of contention between the two superpowers, impacting businesses and bilateral relations.
China's Legislative Agenda and Economic Priorities
China's NPC meetings signal a key legislative event defining economic policies for the year, including GDP targets and sovereign debt management. Concerns over local government debt and efforts to stabilize economic growth amid ongoing pressures demonstrate the complex balancing act faced by Chinese authorities.
Quant Industry Developments and Market Impact
The booming quant industry in China has attracted foreign interests but also raised regulatory challenges impacting international investors. Recent crackdowns on quant funds exemplify China's efforts to address market volatility and distortions caused by algorithmic trading, with implications for market stability and investor confidence.
Featuring: Jill Disis, Bloomberg China Eco-gov Editor, joins the program to discuss the US delegation traveling to Beijing to discuss US/China economic relations. Lulu Chen, Bloomberg Asia Investing and Real Estate Team Leader sits down to discuss China's quant clampdown and the impact it's having on markets in the APAC region. Cole Smead, CEO and Portfolio Manager at Smead Capital Management joins the show to discuss his perspective on APAC markets.