Richard Herd: China Likely To Further Tighten Its Property Sector Later This Year

In this episode of China Money Podcast, guest Richard Herd, head of China research at the Organization for Economic Co-operation and Development (the OECD), talks with Nina Xiang about OECD’s 2013 China Economic Survey. He explaines why the OECD believes that China will overtake the U.S. as the largest economy in 2016; why the Chinese economy is already re-balancing away from heavy investment; and why Beijing is likely to tighten further the Chinese property market later this year. Listen to …

ANZ Warns Of Bubble Burst In Hong Kong’s Residential Property Market

In this episode of China Money Podcast, our host Nina Xiang reviews the latest news from the week of March 25 to April 1, 2013. – China’s official PMI (Purchasing Managers’ Index) number rebounded significantly in March, consistent with the rebound shown in the HSBC PMI released earlier. The statistic further supports the view that China’s economic recovery is gaining momentum.

Simon Eckersley: HAO Capital-Invested Chinese Medical Equipment Maker Eyes Major Acquisitions

In this episode of China Money Podcast, founder and CEO of Beijing-headquartered, US$500 million-under-management HAO Capital, Simon Eckersley, talks with our host, Nina Xiang, on HAO Capital’s investments in the healthcare and environmental protection sectors, the firm’s plans for future fundraising, and some key methods it uses to help portfolio companies grow. Listen to the full-interview in the audio podcast, watch the shortened video version or read an excerpt below. Q: First, give us a brief introduction of HAO Capital? …

Daan van Aert: Logistic Warehouses And Car Parks Present Best Property Investment Opportunities In China

In this episode of China Money Podcast, head of non-listed real estate Asia in APG, one of the largest pension fund asset managers in the world with assets under management of approximately €325 billion, Daan van Aert, discusses with our host, Nina Xiang, APG’s investments in China such as car parks and logistic warehouses, his views on the Chinese residential property market and if distressed properties in China present good opportunities for investors. Listen to the full-interview in the audio …

Bei Fu: China’s Property Sector Will Stay Steady In 2013

In this episode of China Money Podcast, S&P analyst Bei Fu discusses the outlook for China’s property sector, potential policy moves and property sales predictions. She made the following comments during a teleconference call held by Standard & Poors. Listen to the full interview in the audio podcast, or read an summary below. Will China’s property market return to the path of recovery this year? S&P released a report today to upgrade the outlook for the Chinese property sector from …

Feng Shui For Heng Seng Index And Chinese Markets Points To A Mixed Bag In 2013

In this special Chinese New Year’s edition of China Money Network, we look at the fortunes of the Chinese stock market and various zodiac signs in the year of Black Water Snake, 2013. Asian brokerage firm CLSA Asia-Pacific Markets released its Feng Shui Index in 2013. The tongue-in-cheek index points to a strong first half for the Hang Seng Index during 2013, with the second half dominated by volatile movements in both directions. The whole year, however, will end up …

Paul Gillis: Three Accounting Frauds Most Chinese Companies Use To Cheat Foreign Investors

In this episode of China Money Podcast, guest Paul Gillis, professor of accounting at the Guanghua School of Management at Peking University in Beijing, discusses Caterpillar‘s US$580 million write-down in its acquisition of Zhengzhou Siwei. Prof. Gillis explains the three most common accounting tactics Chinese companies use to cheat and defraud foreign investors, and what can foreign investors do to prevent themselves from being duped. Listen to the full interview in the audio podcast, or read an excerpt. Q: Caterpillar …

Chenggang Jerry Wu: Shakedown In China’s Clean Tech Sector Near End, May Be A Good Time To Invest

In this episode of China Money Podcast, guest Chenggang Jerry Wu, principal investment officer of IFC’s (International Finance Corporation) climate change fund, discusses IFC’s commitment to Chinese private equity funds in the climate change sector, the new opportunities arising from China’s pollution treatment efforts, and what he looks for in a first-time fund manager. Listen to the full interview in the audio podcast, watch an abbreviated video version, or read an excerpt. Q: Can you first give us a brief …

Sam Gupta: Ripe Arbitrage Opportunity In Potential Indian Banking Sector Consolidation

In this episode of China Money Podcast, guest Sam Gupta, CEO of Grand Trunk Capital, explains why he is bullish on the Indian economy and markets, why Indian banks will consolidate in the next two years, and the reason why he prefers to work with the management team. Listen to the full interview in the audio podcast, watch an abbreviated video version, or read an excerpt. Q: First give us a brief introduction of Grand Trunk Capital? A: Grand Trunk …

Chen Zhiwu: Be Prepared For A Fiscal Crisis In China Within Three Years

In this episode of China Money Podcast, guest Prof. Chen Zhiwu, professor of finance at Yale University, discusses why he is an overall pessimist when it comes to China’s long-term economic prospects, why he is worried about the economic spillover from China and Japan’s dispute over Diaoyu Island for 2013, and why he thinks inflation will run rampant in China for the next ten years. Listen to the full interview in the audio podcast, watch an abbreviated video version, or …

China’s QDLP May Prove A Boon To Foreign Hedge Funds In Fundraising

In this episode of China Money Podcast, listen to Kevin Carter, co-founder and CEO of California-based Baochuan Capital Management, and Kenny Li, CEO of Shanghai-based KKM Capital discuss the pros and cons of international hedge funds investing in China’s A-share market through the QFII program; and how international hedge funds can raise money from China’s wealthy individuals and giant institutional investors. The comments are made at a joint event held by the Hedge Fund Association and Bloomberg on Jan 5, …

Derek Sulger: With Exits Shut, Dividend Issuance Provides Relief In China

In this episode of China Money Podcast, guest Derek Sulger, co-founder of Lunar Capital, discusses why he likes to take controlling stakes, how he manages to return capital to LPs at a satisfactory rate, and the reasons behind his passion for baby apparel. Listen to the full interview in the audio podcast, subscribe to our podcast in iTunes, or read an excerpt. Q:Can you first give a brief introduction of Lunar Capital? A: Lunar Capital is a private equity firm …

Piau-Voon Wang: Due Diligence In China Should Be Multidimensional And Adaptive

In this episode of China Money Podcast, guest Piau-Voon Wang, partner and head of Asian investments at Adams Street Partners, discussed the investment strategies of Adams Street, a global private equity firm overseeing more than US$20 billion, and the precious lessons he has learned from investing in Asia and China for over a decade. Listen to the full interview in the audio podcast, or read an excerpt.

Chinese Private Equity Firms Actively Soliciting Trade Sale Deals While Waiting Out IPO Drought

In this episode of China Money Network, listen to the highlights of a panel discussion on investing in China and India featuring Gary Rieschel, co-founder of Qiming Ventures, Simon Eckersley, founder and CEO of Hao Capital, and Sam Gupta, founder of Indian investment firm, Grand Trunk Capital. Listen to the podcast online, subscribe in the iTunes store, or read a summary transcript below. Gary Rieschel on the leadership transition: I’m personally very optimistic about the new leadership. When you look at …

Jenny Gao: Betting On The Future of China’s Dagong Credit Rating In Europe

In this episode of China Money Podcast, guest Jenny Gao, managing partner of Mandarin Capital, talks about how her fund helped an Italian company to penetrate the Chinese market, and why she is betting on the future of China’s Dagong Global Credit Rating’s future in Europe. Listen to the full interview in the audio podcast, watch an abbreviated video version, or read an excerpt. Q: You are only the second female guest on our program’s one-and-half-year history. So let’s start …

André Loesekrug‐Pietri: Very Few Chinese Outbound Investments Are Successful

In this episode of China Money Podcast, guest André Loesekrug‐Pietri, founder of A Capital, explains why his fund’s China-Europe cross-border strategy will thrive even in the current world economic malaise, how did he become attracted to the Chinese markets, and why his new fund was able to secure two star institutional investors. Listen to the full interview in the audio podcast, watch an abbreviated video version, or read an excerpt. Q: First, a brief introduction of A Capital?

Liao Qiang: A Banking Collapse In China Is A Very Remote Possibility

In this episode of China Money Podcast, guest Liao Qiang, director of financial institutions ratings at Standard & Poors, explains why he thinks a banking crisis is unlikely to happen in China, and why the frantic calls for a Chinese banking collapse are all misplaced. Listen to the full interview in the audio podcast, or read an excerpt. Q: In a recent report, you warned that Chinese banks’ credit risk will emerge in the next few years as economic growth …

Hubert Tse: All You Need To Know About China’s QFLP Investment Program

In this episode of China Money Podcast, guest Hubert Tse, senior partner at Shanghai-based law firm Boss & Young, answers ten questions about the QFLP (Qualified Foreign Limited Partner) program: from what QFLP allows foreign investors do, the pros and cons of becoming a QFLP, to what the future of QFLP program holds. Listen to the full interview in the audio podcast, or read an excerpt. Q: Just last week, news reports came out claiming that Shanghai has been approved …

Yukon Huang: Will China’s New Leaders Bring New, Bold Reforms?

In this episode of China Money Podcast, guest Yukon Huang, senior associate at Washington D.C.-based Carnegie Endowment and former World Bank China director, shares his observations on China’s next leadership, the possibilities of any bold reforms and the Chinese economy’s long-term trend in the coming decade. Listen to the full interview in the audio podcast, watch the shortened video version or read an excerpt. Q: China’s economy has been growing at an average of over 10% for the past twenty …

Thomas Hugger: Only Frontier Markets Offer Uncorrelated Returns From A Troubled Global Economy

In this episode of China Money Podcast, guest Thomas Hugger, CFO of Leopard Capital, a private equity firm focused on investing in Asian frontier markets, discusses the successes and failures of his firm’s investments in Cambodia, the impact on frontier markets from a slowing Chinese economy, and why frontier markets offer better risk-return profiles than emerging markets. Listen to the full interview in the audio podcast, watch the shortened video version or read an excerpt. Q: First give us a …

David Pierce: No-Fault Divorce Clause Is Essential When Investing In Asian Private Equity Funds

In this episode of China Money Podcast, guest David Pierce, CEO of Squadron Capital, a fund-of-funds manager with over US$1 billion-under-management, talks about China’s private equity industry in a slowing economy, lessons he learned from investments that have gone wrong, and why his firm doesn’t want to become a QFLP (Qualified Foreign Limited Partner) yet. Listen to the full interview in the audio podcast, watch the shortened video version or read an excerpt. Q: First give us a brief intro …

Fritz Demopoulos: I Back Committed, First-Mover Start-ups

In this episode of China Money Podcast, guest Fritz Demopoulos, founder of Queen’s Road Capital, shares his thoughts on China’s Internet sector and entrepreneurship. As founder of two successful Chinese Internet companies, Shawei.com and Qunar.com, Demopoulos is now hoping to capture the next big opportunity in China’s Internet evolution by deploying his own capital. Listen to the full interview in the audio podcast, watch the shortened video version or read an excerpt. Q: Last time when we talked, it was …

Gary Rieschel: I’m Confident Qiming Will Be A Top Quartile Performer In China

In this episode of China Money Podcast, Gary Rieschel, founder of Qiming Venture Partners, shares his thoughts on the Chinese economy, the technological evolutions of the Chinese Internet sector and why he is confident that Qiming will be well within the top quartile performers among China’s venture capital firms. Founded in 2006, Qiming Venture is one of the most successful venture capital firms in China, having invested in and successfully listed companies including Jiayuan, ChinaCache and Touchmedia. Qiming recently closed …

News Review: A Paradigm Shift In China’s Economy?

In today’s China Money Network, our host Nina Xiang reviews the most important investment news of the week. Listen to the complete interview in the audio podcast, or read an excerpt below. – Goldman Sachs/Gaohua cuts their growth forecast for China’s economy to 7.6% from a previous 7.9% this year. It also cuts forecast for 2013 down to 8% from 8.5% previously. It cites a number of reasons for this cut: modest policy easing, upcoming leadership transition; weaker external demand …

Huaming Gu: Finding The Rare Investment Jewel In China’s Niche Markets

In this episode of China Money Network, Huaming Gu, co-founding partner of Baird Capital Partners Asia, talks about his fund’s fund raising during the depth of the financial crisis, and how his firm works with small and medium enterprises in China to clean up corporate governance and establish financial discipline, while hoping to achieve nice returns. Listen to the full-interview in the audio podcast, watch the shortened video version, or read a transcript summary. Q: First, give us a brief introduction …

Bob Partridge: Expect Strong Exits For Private Equity In China In 2013

In this episode of China Money Podcast, guest Bob Partridge, managing partner of transaction advisory services at Ernest & Young, explains why it is a good time for overseas institutional investors to invest in China’s private equity right now, and what is in store for the industry next year. Listen to the full-interview in the audio podcast, watch the shortened video version, or read a transcript summary.

Philip Pearce: For Warehouse Developers, China Is The New Business Mecca

In this episode of China Money Podcast, Goodman Group‘s Hong Kong-based managing director, Philip Pearce, discusses opportunities in China’s logistics property market, and why his firm is expanding investments in China ten-fold in the next five years. Listen to the full interview in the audio podcast, watch the shortened video version or read an excerpt. Q: Where is China’s logistics property market compared to other places? A: It’s not as developed a market as the developed countries around the world. …

Chris Meads: Private Equity In China Will Enter A Hiatus In The Next Few Years

In this episode of China Money Podcast, Pantheon Venture‘s global head of investment, Chris Meads, talks about how private equity in China has to shift strategies to succeed in the future, and how his firm is looking to back more control-oriented funds. Listen to the full interview in the audio podcast, watch the shortened video version or read an excerpt. Q: You are the first fund-of-funds to focus on Asia. How has the fund-of-funds space evolved in the region? A: …

Amir Gal-Or: Technology Transfer Plus Local Knowledge In China Equals A Winning Strategy

In this episode of China Money Podcast, guest Amir Gal-Or, founder and managing partner of the Infinity Group, discusses investing in deals that transfer foreign technologies to China, partnering with local governments to run RMB funds and how to instill professional management to state-owned enterprises. Listen to the full interview in the audio podcast, watch the shortened video version or read an excerpt. Q: You just had an exit last month, selling your portfolio company Mate IP and I-China Security’s …

Chris Brooke: Foreign Investors Must Shift Strategies In Commercial Property Investments In China

In this episode of China Money Podcast, guest Chris Brooke, president & CEO at CBRE China, discusses whether China’s property market recovery is real, and how can foreign investors make money in the crowded commercial real estate market in China. Listen to the full-interview in the audio podcast, watch the shortened video version or read an excerpt. Q: CBRE entered the Chinese market very early in 1988. Have you seen the commercial real estate part of the market as hot …