What does the make-up of an audience at a Chinese comedy show tell you? Why is gold the hot new thing amongst Chinese consumers? And how should investors sensibly approach Chinese tech?
In the latest episode of The Investor’s Guide to Asia, portfolio managers Nick Price and Cynthia Chen explore all this and more to explore why Chinese equities continue to play a pivotal role in global portfolios. Hosts Taosha Wang and Stuart Rumble guide the conversation, unpacking what long‑term investors need to understand about China’s evolving market dynamics.
We also hear from Analyst Bunny Huang, reporting on the ground in Shanghai, where she speaks directly with shoppers about what’s driving their spending habits. And Asia Economist Peiqian Liu joins us fresh from the National Party Congress in China to share her immediate takeaways and what they could mean for the region’s economic outlook.
Please note that this podcast was recorded on March 3.
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