What Are We Missing in China?

Real Vision: Finance & Investing

Real Vision

Business News, Business, Investing, News

4.1 • 1.1K Ratings

🗓️ 10 April 2023

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ash Bennington is joined by Liqian Ren, director of Modern Alpha at WisdomTree Investments, to illuminate the intricacies of the Chinese economy and market opportunities. You can find more of Liqian’s work here: https://www.wisdomtree.com/investments Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey everyone, if you like this podcast, go behind the paywall to get privileged access
0:06.8	to the smartest minds and finance.
0:08.9	Visit ReelVision.com slash RVPod and use the promo code podcast10 at podcast10 to get
0:16.1	10% off our essential membership for the first year.
0:19.0	Join the ReelVision community and learn how to become a better investor.
0:22.1	And now to the top analysis of today's markets.
0:33.3	What do we need to know about China?
0:35.5	Welcome to the ReelVision Daily Briefing.
0:37.1	It's Monday, April 10, 2023.
0:39.4	I'm Ash Bennington.
0:40.4	I'm joined today by Lee Chen Ren, Director of Modern Alpha at Wisdom Tree.
0:45.7	Welcome Lee Chen.
0:47.0	Thank you Ash.
0:48.6	So I teased it a bit at the top of the show.
0:50.6	You focus on emerging markets, especially China and India.
0:54.2	Where are we right now?
0:56.6	I think China and India are still going to be the farthest growing emerging markets in
1:03.0	the next couple of years.
1:04.8	And it's going to put it in the geopolitical terms.
1:09.7	India is actually interesting because India now can take a cover for US-China competition.
1:17.3	So it actually can benefit significantly from both the growth story and geopolitical
1:23.4	story.
	...

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