meta_pixel
Tapesearch Logo
Log in
The Long View

Martin Lau: Now Is a Better Time to Buy China

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 3 August 2021

⏱️ 49 minutes

🧾️ Download transcript

Summary

An esteemed investor in Asian equities discusses what to make of the Chinese government's recent market interventions and whether China's sell-off represents a buying opportunity.

Transcript

Click on a timestamp to play from that location

0:00.0

At Jackson, we've created a digital retirement planning experience with you and mine.

0:05.5

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

0:10.1

that are designed to enable financial professionals and clients to plan a path to financial freedom.

0:15.5

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

0:20.5

and Jackson National Life Insurance Company of New York, purchase New York.

0:26.5

Please stay tuned for important disclosure information at the conclusion of this episode.

0:32.6

Hi, and welcome to the Longview. I'm Jeff Patak Chief Ratings Officer at Morningstar Research Services.

0:37.8

And I'm Christine Ben's Director of Personal Finance and Retirement Planning at Morningstar.

0:42.6

Our guest this week is Martin Lau. Martin is a managing partner of FSS investment managers,

0:49.5

part of First Centaur investors. He's been at the firm since 2002 and is the lead fund manager of various

0:56.1

FSSA strategies, including the FSSA Asian Equity Plus Fund, the FSSA China Growth Fund, and the FSSA

1:05.3

Hong Kong Growth Fund. Martin has been in the investment business for nearly three decades and is based in Hong Kong.

1:12.2

Morningstar's analysts have recognized Martin's achievements on a number of occasions,

1:16.5

most recently in 2020 when they named the FSS Hong Kong Growth Fund,

1:20.8

the winner of the Best Hong Kong Equity Fund Award.

1:24.2

Martin earned a Bachelor of Arts degree from Cambridge University,

1:30.1

as well as a master's degree in engineering from Cambridge.

1:37.8

Martin is a CFA charter holder. Martin, welcome to the Longview. Thank you, Jeff. Thank you so much for joining us. It's a real pleasure to have you on the podcast. You're a very accomplished investor, but might not be as familiar to some of our listeners here in the U.S.

1:46.2

You were trained as an engineer but found your calling in managing portfolios.

1:50.2

So to get started, can you talk about how you began your career in investment management?

1:56.0

Yeah.

1:56.3

Thanks, Jeff, for the time and also for the question.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Morningstar, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Morningstar and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.