Margot Brandenburg: Vast Family Wealth Could Drive Impact Investing In Asia

In this episode of China Money Podcast, guest Margot Brandenburg, former senior associate director at the Rockefeller Foundation, speaks with our host Nina Xiang, about China’s nascent impact investing sector, what she sees as the main driver of the space’s future growth, and what the pioneer impact investors in China are doing.

Benjamin Fanger: Ballooning Bad Loans In China Are The Next Great Opportunity

In this episode of China Money Podcast, guest Benjamin Fanger, co-founder of Chinese distressed debt investment firm Shoreline Capital, talks to our host Nina Xiang about the changes he saw in the distressed debt investing space over the past ten years, where he sees future opportunities, and how his firm controls downside risks in a highly specialized investment arena.

Aidan Yao: No Policy Easing Yet For China’s Sluggish Property Sector

In this episode of China Money Podcast, guest Aidan Yao, an economist for emerging Asia at French financial services firm AXA Investment Managers, talks to our host Nina Xiang, about China’s second quarter economic indicators and their implications, how the Chinese government is likely to manage the property downturn, and why China’s Qualified Domestic Institutional Investor (QDII) program still faces a lack of interest from Chinese investors. Read an excerpt below, but be sure to listen to the full episode …

Steven Feldman: Hidden Surveillance Adds To Risks Of Doing Business In China

In this episode of China Money Podcast, guest Steven P. Feldman, professor of business ethics at Case Western Reserve University in Cleveland, Ohio, talks to our host Nina Xiang about the latest revelation of a sex tape with the investigation of British drug-maker GlaxoSmithKline in China, the danger of electronic eavesdropping while doing business in China, and how China’s current anti-corruption campaign is different from those of the past.

Eric Solberg: China’s Property And Steel Sectors Look Interesting Now

In this episode of China Money Podcast, guest Eric Solberg, founder and CEO of Asia-focused private equity and wealth management firm EXS Capital, talked to our host Nina Xiang. He discussed how he is preparing to invest in China’s property sector in its downturn, and why he thinks there are attractive investment opportunities in the Chinese steel sector.

Chi Lo: Patient Investors Should Build Up China Exposure Now

In this episode of China Money Podcast, senior strategist for Greater China at BNP Paribas Investment Partners Chi Lo, talked with out host Nina Xiang about the future policy direction of the Chinese central bank; why he believes the biggest risk in the Chinese economy is a property correction and its knock-on effect on banks and other sectors; as well as his advice for investors on building exposure to China now.

John Wong: Expect A Better Second Half For Chinese Stocks

In this episode of China Money Podcast, returning guest John Wong, director of Asian equities and portfolio manager at Chicago-based Oberweis Asset Management, talked to our host Nina Xiang. He discussed what he thinks is the best way to invest in overseas-listed Chinese companies; why almost all of his portfolios are companies that have gone IPO directly instead of a backdoor listing; as well as some of his favorite winning stock ideas.

Alexander Mearns: Huge Growth Potential For China-Focused Hedge Funds

In this episode of China Money Network, guest Alexander Mearns, CEO of hedge fund research firm Eurekahedge, talked to our host Nina Xiang in Singapore. He discussed the performance of Greater China-focused hedge funds, why it is less correlated to the market than the global hedge fund sector, and his outlook for the Chinese hedge fund space. Read an excerpt below, but be sure to listen to the full episode in audio. Don’t forget to subscribe to the podcast for …

Andy Chang: There Is Upside In China’s Property Downturn

In this episode of China Money Podcast, guest Andy Chang, associate director at Fitch Ratings Asia Pacific, talked to our host Nina Xiang in Hong Kong. Chang, who does research on the Chinese property and industrial sectors, discussed his views on the coming consolidation of the Chinese property sector, why bankruptcies will be limited to the local and small developers only, and what are the biggest misconceptions investors have about the Chinese property sector. Read an excerpt below, but be …

Christopher Tsai: Betting On Asian Consumer Names Like Jardine Matheson

In this episode of China Money Podcast, our guest is Christopher Tsai, president and chief investment officer of Tsai Capital Corporation, a New York-based long-short equity hedge fund focused on high-growth companies. Tsai spoke with our host Nina Xiang about his fund’s investment strategy, why he likes Asian conglomerate Jardine Matheson, and what fundraising advice he has for new or small fund managers. Read an excerpt below, but be sure to listen to the full episode in audio. Don’t forget …

Bing Lin: Accounting Abuse Among Listed Chinese Companies Still Widespread

In this episode of China Money Podcast, guest Bing Lin, portfolio manager at Hong Kong-based US$1.4 billion-under-management Keywise Capital Management, speaks to our host Nina Xiang about why he believes there are still many major overseas listed Chinese companies with fraudulent accounting practices, and how 2014 will be a great year for shorting certain overseas-listed Chinese stocks. Read an excerpt below, but be sure to listen to the full interview in audio, or watch an abbreviated video version. Don’t forget …

Theodore Shou: China-Focused Hedge Funds Will Continue To Outperform

In this episode of China Money Podcast, we feature guest Theodore Shou, chief investment officer at Cape Town, South Africa-based fund of hedge fund manager, Skybound Capital. Shou talked with our host Nina Xiang about his projections for the development of China’s hedge fund sector, why he is bullish for China-focused hedge funds’ ability to continue to outperform global peers, and why fund-of-funds in emerging markets will remain relevant for limited partners for a long time. Read an excerpt below, …

Will Tesla’s China Story Lose Its Charge?

In this episode of China Money Podcast, our host Nina Xiang talks to reporter Viola Zhou, about Tesla Motor’s China expansion and the challenges the innovative American company is likely to face in the world’s largest automobile market.

Goodwin Gaw: China’s Property Market May See 10%-15% Price Drop

In this episode of China Money Podcast, our featured guest is Goodwin Gaw, managing principal and founder of Hong Kong-based private real estate management firm, Gaw Capital Partners, which manages US$7.5 billion. Gaw talked with our host, Nina Xiang, about where in the Chinese property market he sees price corrections this year, why his firm is staying on the sidelines investing in Hong Kong, and his thoughts on Gaw Capital’s performance. Read an excerpt below, but be sure to listen …

Kevin Parker: China Will Set Pace Of Environmental Policy In 2014

In this episode of China Money Podcast, we feature guest Kevin Parker, CEO of New York-based investment management firm, Sustainable Insight Capital Management. From 2004 to 2012, Parker was the global head of Deutsche Asset Management, which managed US$750 billion as of January 2012. Parker shares his thoughts on the growth of sustainable investing, explains why China is setting the global environmental policy this year, and how China is likely to lower the cost of electric vehicle productions going forward.

Curtis Chin: BRIC Countries Should Focus On The Little Bric

In this episode of China Money Podcast, guest Curtis S. Chin, former U.S. Ambassador to and member of the board of directors of the Asian Development Bank, talks with our host Nina Xiang in New York about the recent social unrest in Thailand and contrasts it with China; how should emerging economies in Asia deal with the little "BRIC"; and what should Chinese companies do to improve their corporate governance. Read an excerpt below, but be sure to listen to the …

Tim Draper: Extraordinary Returns Are Coming Back To Venture Capital In The Next Three Years

In this episode of China Money Podcast, guest Tim Draper, founder and managing director of Menlo Park, California-based venture capital firm Draper Fisher Jurvetson (DFJ), speaks with our host Nina Xiang about the history of DFJ’s investment activities in China, where he is focused on funding the next big tech companies, his big misses in China, and his views on the next tech bubble that he thinks is coming right now.

Bruno Bensaid: Capitalize On Tech Investments With China-Europe Synergies

In this episode of China Money Podcast, guest Bruno Bensaid, co-founder of Shanghai-based financial advisory firm Shanghaivest, talks to our host Nina Xiang about the new trends he sees in China’s outbound investments, what Chinese Internet companies are trying to achieve with their increasing overseas overtures, and where he finds the best angel investment opportunities in China right now. Read an excerpt below, but be sure to listen to the full interview in audio above. Don’t forget to subscribe to …

Leland Miller: China’s Slowdown Is Actually A Bullish Signal

In this episode of China Money Podcast, guest Leland Miller, president of CBB International that publishes the China Beige Book, talks to our host Nina Xiang about why he thinks a slowing Chinese economy is a bullish signal for him, what is the common misinterpretation of China’s inflation numbers, and what should investors focus on going into 2014 to grasp China’s macroeconomic environment. Read an excerpt below, but be sure to listen to the full interview in audio above. Don’t …

Howard Marks: Investors Should Be Cautious In Today’s Markets

In today’s podcast, we hear Howard Marks, chairman of Los Angeles-based distressed debt giant Oaktree Capital Management, discuss Oaktree’s organic growth, where he sees attractive investment opportunities in distressed debt today, and how will the U.S. Federal Reserves’ reduction of its quantitative easing programs impact Oaktree’s businesses. Marks gave the following comments at the Goldman Sachs Financial Services Conference in New York. Read an excerpt below, but be sure to listen to the full interview in audio above. Don’t forget …

Chris Rynning: When Valuations Differ, Creative Convertibles Provide An Answer

In this episode of China Money Podcast, guest Chris Rynning, CEO and founder of Beijing-based private equity firm Origo Partners, talks to our host Nina Xiang about the performance of his London AIM-listed shares; how did he find an investment opportunity in a lithium battery maker in Xinxiang City, Henan province; and how he plans to exit his clean tech investments. Read an excerpt below, but be sure to listen to the full interview in audio above. Don’t forget to …

Anla Cheng: China’s IPO Market Might Open Sooner Than You Expect

In this episode of China Money Podcast, guest Anla Cheng, partner at Sino-Century China Private Equity Partners, talks with our host Nina Xiang, about the importance of protecting intellectual property for companies in China’s financial information sector, why she thinks China’s IPO market might open sooner than expected, and her hopes for the realization of substantive reforms in China. Read an excerpt below, but be sure to listen to the full interview in audio or watch an abbreviated video version. …

Patrick Chovanec: The Chinese Economy Is Slowly Strangling Itself

In this episode of China Money Podcast, guest Patrick Chovanec, chief strategist at New York-based Silvercrest Asset Management, talks with our host Nina Xiang about why he thinks the Chinese economy is slowly strangling itself, how to read beyond China’s headline economic data and what he expects from the Chinese Communist Party’s third plenum meeting. Read an excerpt below, but be sure to listen to the full interview in audio and subscribe to the podcast in the iTunes store.

Zhanlian Feng: An Aging China Provides Nascent Investment Window For Senior Care Sector

In this episode of China Money Podcast, guest Dr. Zhanlian Feng, senior research analyst in the Aging, Disability and Long-Term Care Program at RTI International, talks with our host Nina Xiang about the enormous demand in China’s senior care industry, its regulatory environment and the lucrative business opportunities it presents. Read an excerpt below, but be sure to listen to the full interview in audio and subscribe to the podcast in the iTunes store. Q: In 2010, there were 119 …

Stephen Roach: Fears Of A China Slowdown Are Vastly Overblown

In this episode of China Money Podcast, our guest is Stephen Roach, current senior fellow at Yale University’s Jackson Institute of Global Affairs and former chairman of Morgan Stanley Asia and the firm’s chief economist. He spoke with our host, Nina Xiang, on the Fed’s tapering of its quantitative easing programs and its impact on China; a potential U.S. default and what that means for China’s over US$3 trillion foreign reserves; and why he believes the fears of a China …

Keith Robinson: China’s New Regulations Provide Greater Clarity For Hedge Fund Industry

In this episode of China Money Podcast, guest Keith Robinson, partner in the financial services group at law firm Dechert, talks with our host Nina Xiang about the new changes in hedge fund regulation in China, why it is important for foreign investors to understand the policies and how the "renting" of QDII and QFII quotas work. Read an excerpt below, but be sure to listen to the full interview in audio and subscribe to the podcast in the iTunes …

William Shen: Headland Capital Is Bullish On Chinese 4S Auto Dealerships

In this episode of China Money Podcast, guest William Shen, senior partner and head of Greater China at Headland Capital Partners, talks with our host Nina Xiang, about why he sees 4S automotive dealerships in China as the next great opportunity, how Chinese consumers are changing, and what the impact of the economic slowdown has on Headland’s investments. Listen to the full interview in the audio podcast, watch an abbreviated video version or read an excerpt below. Be sure to …