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
4 days ago
4 days ago
China expert, John Garnaut joins Alison Savas to discuss the state of China's economy, policy landscape, and the potential risks and opportunities for stock market investors.
John is the founder of Garnaut Global, a leading advisory firm to select global asset managers, technology companies and government agencies.
Key times:
Analysing the shifts in investor sentiment towards China: 1:00
Has the CCP's attitude towards economic growth changed recently? 13:30
Will recent China stimulus measures have a big impact? 20:00
Why China needs to direct resources to local Government: 28:30
Reviving China's property sector: 30:00
Will Taiwan be Xi Jinping's legacy? 34:00
The markets that China's big tech stocks are poised to dominate: 38:00
More Antipodes insights: https://antipodes.com/insights/
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.