Brendan Ahern

Brendan Ahern, CIO at KraneShares, discusses China's economy, US election impact, KWEB, currency hedging, TikTok ban, and memorable investments. Examines China's stock market, regulatory changes, and global market dynamics, debating China's investability and future plans for KraneShares.

Brendan Ahern, an expert from KraneShares specializing in Chinese tech stocks, joins the discussion to unravel the complexities of China's market. He highlights the apathy surrounding international stocks and the untapped growth potential in China. The conversation dives into the contrasting investment mindsets between Chinese and Western investors, the challenges faced by Chinese tech amidst geopolitical risks, and the impact of recent government measures on consumer confidence. Ahern offers insights on navigating valuations and the role of buybacks in enhancing stock performance.

Brendan Ahern, CIO at KraneShares, and Kai Wu, Founder and CIO of Sparkline Capital, join the discussion with insights into the shifting landscape of Chinese stocks and the impact of government regulation. They dive into the latest challenges in the tech sector, including the Voyager bankruptcy and its implications for crypto regulation. The conversation also explores the intersection of U.S.-China tech dynamics, innovative investment strategies, and the role of machine learning in finance. Their expertise sheds light on navigating market volatility and emerging investment opportunities.

Brendan Ahern, CIO of Kraneshares, joins Michael and Ben on this episode. They discuss the creation of Kraneshares Luxury ETF, demographic trends and the wealth effect, challenges in investing internationally, luxury dynamics in a recession, and more!

Brendan Ahern, CIO at KraneShares and author of Chinalastnight.com, shares his insights on the shifting landscape of China's economy and tech sector. He delves into how changing investor sentiment towards Chinese stocks is influenced by trade tensions and geopolitical dynamics. The conversation highlights the unique behaviors of Chinese consumers, the impact of semiconductor conflicts on innovation, and the growing appeal of Hong Kong-listed stocks. Ahern breaks down the complexities of navigating this intriguing market for investors.