China’s economy is shifting from debt-driven, high-speed growth to a new era focused on high-quality, sustainable development. In this episode, we sit down with Hao Yu, Founder and CIO of hedge fund Bamboo Hill Capital, to explore how this transformation is creating one of the world’s richest landscapes for long/short alpha in public equities.

Key topics include:

• How China’s economic transition is creating distinct winners and losers—and why this is a dream setup for hedge fund strategies.
• The real story behind long/short investing in China: trading, timing, and the art of shorting consensus ideas.
• Why policy, not just profits, picks the market’s winners—and how investors can read the signals.
• The overlooked rise of R&D-driven companies in China’s public markets—and how to spot them.
• Lessons from Hao Yu’s journey: from star mutual fund manager to leading one of China’s most adaptive hedge funds.

Whether you’re a global allocator, equity investor, or just curious about China’s next chapter, this episode is packed with actionable insights and fresh perspectives for navigating a market in transition.