It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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S4 Ep. 13 China: biases and narratives with Jason Hsu
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Conteúdo fornecido por Investment Uncut and Lane Clark. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Investment Uncut and Lane Clark ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
This week we’re speaking to an expert on investing in China: Jason Hsu, CIO and founder of Rayliant Advisors. If and how to invest in China are key questions for long-term growth-oriented asset owners with different issues to unpack around political risk, geopolitics, ESG and even the mechanics of listing an entity. Jason walks through these questions and others including: should western investors understand President Xi better, how investors should think about political risks and whether economic growth is rewarded in share prices (“no” is often the answer)? We weigh up to what extent hidden biases toward unfamiliar cultures interfere with investors thinking about China. Anyone who likes to think deeply about China and Emerging markets investing will get a lot out of this episode.
…
continue reading
159 episódios
MP3•Home de episódios
Manage episode 356061133 series 2652992
Conteúdo fornecido por Investment Uncut and Lane Clark. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Investment Uncut and Lane Clark ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
This week we’re speaking to an expert on investing in China: Jason Hsu, CIO and founder of Rayliant Advisors. If and how to invest in China are key questions for long-term growth-oriented asset owners with different issues to unpack around political risk, geopolitics, ESG and even the mechanics of listing an entity. Jason walks through these questions and others including: should western investors understand President Xi better, how investors should think about political risks and whether economic growth is rewarded in share prices (“no” is often the answer)? We weigh up to what extent hidden biases toward unfamiliar cultures interfere with investors thinking about China. Anyone who likes to think deeply about China and Emerging markets investing will get a lot out of this episode.
…
continue reading
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