Podcasts

Andrew Teoh: BAT’s Acquisition Strategy Creates Potential Exits For Venture Funds

Published: Dec. 15, 2015, 7:03 a.m.
Duration: N/A

Listed in: Business

Andrew Teoh: More Mergers In 2016 To Create Industry Number Twos

Published: Dec. 15, 2015, 6:15 a.m.
Duration: N/A

Listed in: Business

Andrew Teoh: We Like Social Network B2C Start-Ups As Chinese Consumers Mature

Published: Dec. 15, 2015, 6:10 a.m.
Duration: N/A

Listed in: Business

Andrew Teoh: RMB Will Become A More Important Currency In Early Stage Investments

Published: Dec. 15, 2015, 6:04 a.m.
Duration: N/A

Listed in: Business

Xia Mingchen: Distressed Debt, Special Situations Will Outshine As China Re-Balances

Published: Nov. 30, 2015, 1:40 p.m.
Duration: N/A

Listed in: Business

Xia Mingchen: We Prefer Country-Specific Funds Over Pan-Asian Peers

Published: Nov. 30, 2015, 9:22 a.m.
Duration: N/A

Listed in: Business

Mark McFarland: We Favor Hong Kong-listed Chinese Internet And Banking Stocks

Published: Sept. 25, 2015, 1:21 p.m.
Duration: N/A

Listed in: Business

Mark McFarland: China Has Plenty Of Room To Loosen Monetary Policy If Needed

Published: Sept. 25, 2015, 1:12 p.m.
Duration: N/A

Listed in: Business

Mark McFarland: RMB’s Future Devaluation Will Be Limited

Published: Sept. 25, 2015, 12:54 p.m.
Duration: N/A

Listed in: Business

Mark McFarland: China’s Slowdown Is Good For The World

Published: Sept. 25, 2015, 12:33 p.m.
Duration: N/A

Listed in: Business

Leon Liao: Recommend Galaxy, SJM, Sands China, And MPEL

Published: Sept. 10, 2015, 12:52 p.m.
Duration: N/A

Listed in: Business

Leon Liao: Macau’s Junket System Is Consolidating, Weak Ones Will Fail

Published: Sept. 10, 2015, 8:23 a.m.
Duration: N/A

Listed in: Business

Leon Liao: Macau Gaming Sector May Have Reached Bottom

Published: Sept. 10, 2015, 6:52 a.m.
Duration: N/A

Listed in: Business

Tian X. Hou: Qihoo 360’s $9B Privatization Deal Will Complete At Reduced Price

Published: Sept. 4, 2015, 9:05 a.m.
Duration: N/A

Listed in: Business

Tian X. Hou: US-Listed Chinese Healthcare And Hotel Firms Well-Suited For Privatization

Published: Sept. 4, 2015, 7:31 a.m.
Duration: N/A

Listed in: Business

Tian X. Hou: Privatization Deals Should Proceed Despite Correction And IPO Suspension

Published: Sept. 4, 2015, 7:05 a.m.
Duration: N/A

Listed in: Business

Tian X. Hou: Wave Of Privatization Deals Good For China’s Stock Market

Published: Sept. 4, 2015, 6:56 a.m.
Duration: N/A

Listed in: Business

Tian X. Hou: Baidu Should Consider Listing Its New Ventures Domestically

Published: Sept. 4, 2015, 6:02 a.m.
Duration: N/A

Listed in: Business

Manav Gupta: Hong Kong’s IoT Ecosystem Is The Best In The World

Published: Aug. 29, 2015, 5:22 a.m.
Duration: N/A

Listed in: Business

Manav Gupta: Human Microchip Implants May Happen Sooner Than Expected

Published: Aug. 29, 2015, 5:13 a.m.
Duration: N/A

Listed in: Business

Manav Gupta: Key Challenge For IoT Sector Is Global Integration

Published: Aug. 29, 2015, 2:51 a.m.
Duration: N/A

Listed in: Business

Manav Gupta: The Future IoT 2.0 Will Connect All Facets Of Our Lives

Published: Aug. 28, 2015, 3:13 p.m.
Duration: N/A

Listed in: Business

Manav Gupta: IoT Sector Could Be A $7 Trillion Market Opportunity

Published: Aug. 28, 2015, 1:37 p.m.
Duration: N/A

Listed in: Business

Theodore Shou: China Hedge Funds Will Continue To Outperform

Published: Aug. 21, 2015, 10:47 a.m.
Duration: N/A

Listed in: Business

Theodore Shou: China Macro Funds Suffer Losses From RMB Depreciation

Published: Aug. 21, 2015, 9:55 a.m.
Duration: N/A

Listed in: Business

Theodore Shou: Investors Shift Focus To Risk Control After China Market Correction

Published: Aug. 20, 2015, 3:14 p.m.
Duration: N/A

Listed in: Business

Theodore Shou: China Hedge Funds Failed To Achieve Alpha In Market Crash

Published: Aug. 20, 2015, 3:10 p.m.
Duration: N/A

Listed in: Business

David Ji: China’s Ghost Cities Are Not A Problem Of Oversupply

Published: Aug. 17, 2015, 7:37 a.m.
Duration: N/A

Listed in: Business

David Ji: Real Estate Related To China’s New Economy Still Attractive

Published: Aug. 17, 2015, 7:01 a.m.
Duration: N/A

Listed in: Business

David Ji: Chinese Property Market In Early Recovery Stage

Published: Aug. 17, 2015, 6:42 a.m.
Duration: N/A

Listed in: Business

Marc Faber: The Chinese Will Not Print Money

Published: April 17, 2015, 7:41 a.m.
Duration: 7 minutes 24 seconds

Listed in: Business

Benjamin Fanger: Ballooning Bad Loans In China Are The Next Great Opportunity

Published: July 23, 2014, 4:48 a.m.
Duration: 5 minutes 8 seconds

Listed in: Business

Eric Solberg: China’s Property And Steel Sectors Look Interesting Now

Published: June 26, 2014, 2:40 a.m.
Duration: 6 minutes 37 seconds

Listed in: Business

Chi Lo: Patient Investors Should Build Up China Exposure Now

Published: June 18, 2014, 12:50 p.m.
Duration: 5 minutes 15 seconds

Listed in: Business

Jim Rogers: We Will All Pay A Terrible Price For Today’s Artificial Liquidity

Published: May 26, 2014, 2:21 p.m.
Duration: 7 minutes 26 seconds

Listed in: Business

Bing Lin: Accounting Abuse Among Listed Chinese Companies Still Widespread

Published: April 16, 2014, 1:28 p.m.
Duration: 5 minutes 51 seconds

Listed in: Business

Theodore Shou: China-Focused Hedge Funds Will Continue To Outperform

Published: March 24, 2014, 12:47 p.m.
Duration: 5 minutes 52 seconds

Listed in: Business

Goodwin Gaw: China’s Property Market May See 10%-15% Price Drop

Published: March 10, 2014, 8:32 a.m.
Duration: 5 minutes 21 seconds

Listed in: Business

Kevin Parker: China Will Set Pace Of Environmental Policy In 2014

Published: Feb. 24, 2014, 4:14 a.m.
Duration: 6 minutes 51 seconds

Listed in: Business

Tim Draper: Extraordinary Returns Are Coming Back To Venture Capital In The Next Three Years

Published: Jan. 10, 2014, 8:37 p.m.
Duration: 7 minutes 46 seconds

Listed in: Business

Anla Cheng: China’s IPO Market Might Open Sooner Than You Expect

Published: Nov. 25, 2013, 2:46 p.m.
Duration: 4 minutes 58 seconds

Listed in: Business

Jim Rogers: China Should Open Up Its Financial Markets Now

Published: Nov. 19, 2013, 1:47 p.m.
Duration: 7 minutes 11 seconds

Listed in: Business

Stephen Roach: Fears Of A China Slowdown Are Vastly Overblown

Published: Oct. 10, 2013, 6:14 p.m.
Duration: 5 minutes 14 seconds

Listed in: Business

William Shen: Headland Capital Is Bullish On Chinese 4S Auto Dealerships

Published: Sept. 18, 2013, 12:38 a.m.
Duration: 5 minutes 36 seconds

Listed in: Business

Arthur Kroeber: Credit Curbs And Structural Reforms Will Heighten China Risk

Published: Aug. 6, 2013, 4 a.m.
Duration: 6 minutes 54 seconds

Listed in: Business

Tian X. Hou: Weibo Will Finally Bolster Sina’s Bottom Line

Published: July 16, 2013, 12:35 p.m.
Duration: 5 minutes 25 seconds

Listed in: Business

Tristen Langley: Start-ups Within Chinese Internet Companies Generate Great Value

Published: May 6, 2013, 4:12 a.m.
Duration: 4 minutes 42 seconds

Listed in: Business

Simon Eckersley: HAO Capital-Invested Chinese Medical Equipment Maker Eyes Major Acquisitions

Published: March 25, 2013, 7:08 a.m.
Duration: 4 minutes 34 seconds

Listed in: Business

Daan van Aert: Logistic Warehouses And Car Parks Present Best Property Investment Opportunities In China

Published: March 18, 2013, 1:55 a.m.
Duration: 4 minutes 41 seconds

Listed in: Business

Chenggang Jerry Wu: Shakedown In China’s Clean Tech Sector Near End, May Be A Good Time To Invest

Published: Jan. 28, 2013, 2:42 a.m.
Duration: 4 minutes 3 seconds

Listed in: Business

Sam Gupta: Ripe Arbitrage Opportunity In Potential Indian Banking Sector Consolidation

Published: Jan. 21, 2013, 2:14 a.m.
Duration: N/A

Listed in: Business

Chen Zhiwu: Be Prepared For A Fiscal Crisis In China Within Three Years

Published: Jan. 13, 2013, 10:43 p.m.
Duration: 4 minutes 20 seconds

Listed in: Business

Jenny Gao: Betting On The Future of China’s Dagong Credit Rating In Europe

Published: Nov. 26, 2012, 11:48 a.m.
Duration: 4 minutes 52 seconds

Listed in: Business

André Loesekrug‐Pietri: Very Few Chinese Outbound Investments Are Successful

Published: Nov. 19, 2012, 6:58 a.m.
Duration: 4 minutes 33 seconds

Listed in: Business

Yukon Huang: Will China’s New Leaders Bring New, Bold Reforms?

Published: Oct. 22, 2012, 8:13 a.m.
Duration: 5 minutes 21 seconds

Listed in: Business

David Pierce: No-Fault Divorce Clause Is Essential When Investing In Asian Private Equity Funds

Published: Oct. 7, 2012, 1:46 p.m.
Duration: 5 minutes 29 seconds

Listed in: Business

Fritz Demopoulos: I Back Committed, First-Mover Start-ups

Published: Sept. 24, 2012, 6:26 a.m.
Duration: 5 minutes 20 seconds

Listed in: Business

Gary Rieschel: I’m Confident Qiming Will Be A Top Quartile Performer In China

Published: Sept. 17, 2012, 7:15 a.m.
Duration: N/A

Listed in: Business

Huaming Gu: Finding The Rare Investment Jewel In China’s Niche Markets

Published: Sept. 3, 2012, 7:56 a.m.
Duration: N/A

Listed in: Business

Bob Partridge: Expect Strong Exits For Private Equity In China In 2013

Published: Aug. 27, 2012, 4:16 p.m.
Duration: N/A

Listed in: Business

Philip Pearce: For Warehouse Developers, China Is The New Business Mecca

Published: Aug. 20, 2012, 1:26 p.m.
Duration: 4 minutes 11 seconds

Listed in: Business

Chris Meads: Private Equity In China Will Enter A Hiatus In The Next Few Years

Published: Aug. 15, 2012, 1:45 p.m.
Duration: N/A

Listed in: Business

Amir Gal-Or: Technology Transfer Plus Local Knowledge In China Equals A Winning Strategy

Published: Aug. 10, 2012, 6:06 p.m.
Duration: 6 minutes 1 second

Listed in: Business

Chris Brooke: Foreign Investors Must Shift Strategies In Commercial Property Investments In China

Published: Aug. 1, 2012, 6:51 p.m.
Duration: 5 minutes 43 seconds

Listed in: Business

Monte Brem: Investors Must Safeguard Against RMB Fund Preferential Treatment In China

Published: July 19, 2012, 12:44 p.m.
Duration: 4 minutes 55 seconds

Listed in: Business

Howard Marks: Oaktree’s Performance In China Graded C+

Published: July 11, 2012, 7:50 a.m.
Duration: 7 minutes 59 seconds

Listed in: Business

Hellen Song: China’s Kids, Women And Elderly Promise Bright Investment Returns

Published: June 18, 2012, 5:45 a.m.
Duration: 6 minutes 1 second

Listed in: Business

Jim Rogers: China’s Prospects Cloudy Until 2014; Keep Your RMB And Buy HK Dollars

Published: June 11, 2012, 10:33 a.m.
Duration: 4 minutes 18 seconds

Listed in: Business

Nick Cao: Make A Killing In Retail Properties In China’s Tier-Two Cities

Published: June 5, 2012, 2:53 p.m.
Duration: N/A

Listed in: Business

Ludvig Nilsson: China’s Western Regions Are Private Equity’s Golden Frontier

Published: May 30, 2012, 11:03 a.m.
Duration: 4 minutes 22 seconds

Listed in: Business

Alberto Forchielli: Incredible Evaluation Arbitrage Opportunities Exist Between China And Europe

Published: April 6, 2012, 11:30 p.m.
Duration: 5 minutes 11 seconds

Listed in: Business

Michael Werner: Chinese Banks Will Surprise On The Upside

Published: Feb. 25, 2012, 5:27 a.m.
Duration: 5 minutes 9 seconds

Listed in: Business