Alice Wang is the manager of the Quaero Capital Bamboo and China funds. In this episode we discuss Alice’s investment philosophy and how she thinks about investment themes and valuation in the country, outlining the common misconceptions about investing in China. Alice draws a distinction between product value and user value for some of the major technology platforms and outlines the opportunity cost of holding stocks outside of China.
For further information please visit www.waverton.co.uk or www.quaerocapital.com.
LinkedIn:
Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/
Alice Wang - https://www.linkedin.com/in/alice-wang-cfa-3898b818/
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