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Sofia Hou

International and global investor at a long-only fund. Focuses on global benchmarks like MSCI World X US and has experience with due diligence in China.

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Jan 16, 2025 • 55min

Is China Investable? Panel at RV Capital's 2025 Annual Gathering

Yixin Li runs a Tokyo-based equity fund focusing on China, Graham Rhodes manages Long River in Hong Kong, Fred Liu leads Hayden Capital with a long-only strategy, and Sofia Hou invests globally with a focus on China. They dive into the complexities of investing in China amidst geopolitical tensions, discussing the rapid growth of its electric vehicle market and integrated supply chains. The panel reflects on state influence, recent policy changes, and the need for enhanced domestic consumption, offering nuanced insights from their firsthand experiences.