The Investor's Guide to China: In conversation with Louis-Vincent Gave (#25)

Fidelity Answers: The Investment Podcast

English - October 25, 2023 09:44 - 30 minutes - 28.1 MB - ★★★★★ - 7 ratings
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Next Episode: Rich Pickings: Outlook 2024 - Four ways forward

In this special edition of The Investor’s Guide to China, Catherine Yeung, Investment Director, is joined in Hong Kong by Louis-Vincent Gave, the founder and CEO of Gavekal, a leading independent provider of global investment research.

They tackle questions from the development of China’s AI landscape and what it means for the country’s youth unemployment, to what the stellar performance of the Chinese bond market means for the country, and the internationalisation of the renminbi.

With an additional contribution from Portfolio Manager Tina Tian.