CW 681 - Brendan Ahern - China, Real Estate, Currency War & Economy with KraneShares CIO
Today\u2019s guest, Brendan Ahern is the Chief Investment Officer for KraneShares, a company which provides unique investment opportunities for next-wave developments in China. Brendan is a specially qualified to discuss the Chinese economy and how it relates to the US economy, the widespread investment of Chinese money into the US real estate market and China\u2019s ever-changing social safety net as he has over 12 years of experience in Exchange Traded Funds.\xa0
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Key Takeaways:
[3:39] How life expectancy and longevity affects the social security system and the US economy.
[8:01] Vacation rentals do not get the same tax benefits as real estate investments.
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Brendan Ahern Guest Interview:
[16:29] The Tale of Two Chinas - Domestic consumption is growing but exports and industrials are slowing.
[19:24] The urbanized Chinese want to enjoy the things we take for granted.
[22:04] The Chinese government is trying to figure out ways to increase domestic consumption.
[26:22] There isn\u2019t much in the way of a social safety net in China right now.
[29:28] What\u2019s going on with the currency war between the US and China, now and in the future?
[32:55] For some reason, when Chinese investors diversify it\u2019s labeled as capital flight.
[36:27] The real estate market in Tier 1 cities have performed well but location, location, location is still important.
[38:48] Entrepreneur led companies are leading the way in China\u2019s socialist market economy.
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Mentioned in This Episode: