The Business Brew China's Investment Potential: A Deep Dive with Jingshu Zhang
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Apr 3, 2025 Xingxiu Shang, an investor specializing in Chinese assets, dives into the intricacies of investing in China. He shares his journey from the U.S. to the Chinese market and discusses the influence of geopolitical tensions on investment decisions. Hear about the potential of state-owned enterprises, the dynamic growth of Pinduoduo, and emerging threats in the coffee market. Shang also explores the valuation of tech giants like Tencent and the challenges of short-selling amidst market volatility. It's an insightful peek into navigating the complex landscape of Chinese investments.
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Persistence Pays Off
- Jingshu Zhang persistently emailed Bill Brewster about China's investment potential.
- Brewster initially ignored the advice but later reconsidered due to Zhang's persistence and the market's movement.
From Academia to Investor
- Zhang's background blends engineering, data science, and a passion for value investing.
- He transitioned from academia and high-frequency trading to managing investments, focusing on undervalued Chinese assets.
Separating Ideology from Investment
- Zhang maintains investments in China despite geopolitical concerns, focusing on undervalued assets and strong management teams.
- He acknowledges ideological differences but prioritizes the potential of Chinese assets.
