A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
Episodes
Wednesday Jun 19, 2024
Wednesday Jun 19, 2024
Regulatory and economic fear has gripped Chinese stock markets in recent years – most notably headlined by troubles in China’s property sector and the collapse of China Evergrande.
But there are signs the very negative sentiment surrounding Chinese stocks is turning. Antipodes Portfolio Manager John Stavliotis discusses some surprising observations from a recent research trip to China, along with Antipodes' exposure to the world's second-largest economy.
Key times:
- Surprising observations and key takeaways from a China research trip: 00:50
- China's property sector woes: 3:20
- Time for exposure to China's property sector? (Ke Holdings Inc) 10:30
- Investing in China's 'emerging multinationals'(Kingdee International Software Group Co) 13:20
- The investment opportunity in China's power grid (NARI Technology Co Ltd) 19:30
- Key takeouts - can Chinese stocks thrive again? 31:00
Stock commentary in this episode is illustrative only, not recommendations to buy, hold, or sell any security.
More about Antipodes: antipodes.com
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.