Debate: Should We Invest in China?
Featuring:
Brendan Ahern, the Chief Investment Officer at KraneShares. He is a preeminent expert in global financial markets with a particular focus on China.
China is considered the second largest economy in the world behind the US yet represents less than 5% of a typical diversified global equity exposure as compared to over 50% for the US. In this episode, we dive into the current state of the Chinese economy.
Topics Include:
- A quick review of the rich history of China up to the present day
- How demographics and urbanization have affected growth
- A deep dive into the real estate sector given recent stresses
Please also check out
China Last Night, a daily newsletter published by KraneShares and spearheaded by Brendan Ahern.
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For inquiries: podcast@fountainheadam.com—
IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.
