Archive for October, 2019
FIGURE OUT HOW YOU WANT TO BE INVESTED IN CHINA AND TO WHAT DEGREE
CHINA INVESTMENT CHOICES:
- INVEST INDIRECTLY THROUGH COMPANIES DOING BUSINESS THERE
- INVEST IN GLOBAL INDEX FUND (MUTUAL FUND OR ETF) BASED ON AN INDEX THAT INCLUDES CHINA
EXAMPLES OF MAJOR INDICES THAT INCLUDE CHINA:
- MSCI ALL COUNTRY WORLD INDEX = 3.6% CHINA
- MSCI ALL COUNTRY WORLD INDEX EX U.S.= 8.3% CHINA
(Chinese tech companies like Tencent & Alibaba among top 5 holdings) - MSCI EMERGING MARKETS INDEX = 33% CHINA
INVEST IN CHINA SPECIFIC INDEX OR ACTIVELY MANAGED CHINA FUND
- MORNINGSTAR TOP RATED ANALYST MEDALISTS:
- * MATTHEWS CHINA FUNDS
- * COLUMBIA GREATER CHINA FUND
- * INVESCO GREATER CHINA FUND
Is China Worth the Investment Risk? Pros & Cons With a Sovereign Risk Expert and China Fund Manager
This page is here for technical reasons. Please click here for the episode page.
IS CHINA WORTH THE INVESTMENT RISK? PROS & CONS WITH A SOVEREIGN RISK EXPERT AND CHINA FUND MANAGER
China’s middle class is growing and thriving with an estimated 400 million millennials alone, shopping and traveling. The Communist Party remains in control of the government and the legal system. The widespread western belief that democracy would develop as China’s economy and citizens flourished has not panned out.
Is China an unstoppable economic juggernaut with tremendous investment potential or a developing and thus risky economy?
With us this week to discuss the risks and opportunities are Idanna Appio, Senior Sovereign Analyst on the Global Value Team of First Eagle Investment Management.
Tiffany Hsiao is a Portfolio Manager at Matthews Asia, one of the first fund families to specialize in the region.
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HSIAO: CHINESE INNOVATION CONNECTION
HSIAO: CHINESE INNOVATION CONNECTION
Where did Tiffany Hsiao find the inspiration to seek out entrepreneurial companies in China? It began early on with her dad.
APPIO: CRISIS WARNINGS
APPIO: CRISIS WARNINGS
How do you predict a financial crisis? Idanna Appio has been studying financial crises since her undergraduate days at Wharton, wrote her Ph.D. in economics on the topic and spent over 15 years at the Federal Reserve Bank of New York working on global economic analysis.
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