Ask an Investor Podcast
Ask an Investor Podcast
William Ma - Worried about Inflation? Invest in China
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In this episode, investors get their inflation-hedging questions answered by Quidroom user, William Ma. William Ma is the Chief Investment Officer and Founder of GROW Investment Group, a China-based multi-strategy multi-asset management company and the Ex-CIO of the asset management arm (US$ 23 Billion AUM) of Noah Holdings, one of China's largest wealth management companies.
Despite the recent, news reports of doom and gloom in China, William who streamed in on his 71st day of the Shanghai lockdown paints a different picture.
William shared three perspectives as to why China is the best global inflation hedge: from an earnings perspective; from a correlation perspective; and from a diversification perspective.
Introduction to William Ma (1:59)
Why China is the best global inflation hedge (6:01)
Chinese politics and its possible impact on the market (12:32)
The incentives supporting long-term investors in China (14:22)
What's being done to assure investors spooked by the gov't tech crackdowns (17:30)
Trends of companies moving production outside of China (19:54)
How hedge funds in China performed recently amidst volatility (22:07)
The top 2 tips on how investors can access China (24:56)
How investors can work with William (26:30)
Why investors should join William's investor community on Quidroom (28:00)
The expected gov't economic stimulus (29:04)
and more!
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