High China Conviction makes the case for China's growing economic importance and opportunity set. Based in Beijing, host Ernie Diaz talks to experts in various facets of finance as they pertain to China: equities, VC, PE, digital tokens, and more.
A Clear Plan for China, with Mingshi's Stephan Zhou
Stephan Zhou, COO & CFO of Mingshi Investment Management, brings his expertise to bear on western concerns with and approaches to China investment.
1:22 - What quality means in China.
3:52 -In China, factors are features.
8:16 - Staying ahead with AI.
12:16 - How Mingshi deals with regulatory risk.
12:16 - How swift is a swift crackdown? How China exposure can actually reduce volatility and enhance return.
21:13 - The MSCI dislocation.
24:15 - A quant specialist keeps the macro fundamentals simple, and reveals the government's true plan for China.
1 Jun 2022
China's Global Chain: Red Date & The BSN
In this episode, Ernie & Tirith co-founder Jimmie Jeremejev talk to Yifan He, CEO of Red Date Tech and Executive Director of the BSN. Yifan explains the overall mission of the BSN, how it's meant to facilitate easy and secure blockchain applications for businesses globally, the aspects of its being state-owned, and possible use cases. Key takeaway: it is still early days for the BSN, and its tech architecture team, Red Date. They are emphasizing a strong foundation, ease of use, and resilience over quick growth and market penetration.
Useful Links:
The BlockChain-Based Service Network (BSN) (https://bsnbase.io/g/main/index)
Red Date Technology's Linked In Page (https://www.linkedin.com/company/reddatetech/posts/?feedView=all)
Yifan He's Linkedin Profile (https://www.linkedin.com/in/yifanhe0124/)
20 Apr 2022
How the Ukraine Crisis Will Affect China's Markets
Veteran China fund manager Qi Wang returns to weigh the effects of the Ukraine crisis on China's capital markets, and larger economy. In the short term, more uncertainty and volatility. But what about the all-important mid to long term? As usual, Qi Wang's balanced and data-rich perspective makes for a thought-provoking take you won't find from less China-seasoned, on-the-ground investment professionals.
16 Mar 2022
China A-Shares: Active vs. Passive - A Veteran China Investor Weighs In
In our inaugural episode, veteran China investor Qi Wang explains how active and passive strategies typically perform in China's onshore equity markets. Mr. Wang has over 23 years of experience in global and Chinese equities. Prior to joining MegaTrust, he was Head of China Index Research at MSCI Inc., the global index and analytics solutions provider. Previously, Mr. Wang served as Chief Investment Officer at China Everbright Limited (CEL), a state-owned financial conglomerate based in Hong Kong. Prior to CEL, Mr. Wang was an Investment Director and portfolio manager at hedge fund manager Elliott Advisors, also based in Hong Kong, where he was in charge of the firm’s fundamental long-short strategy in Asia.
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