Shownotes Transcript
Few things are more ironic than releasing a China focused episode on Liberation Day. Nevertheless, here we go!
In this episode of The Business Brew, host Bill Brewster interviews Jingshu Zhang, a persistent listener who recommended looking into China's investment opportunities. Zhang shares his journey from studying in the United States to becoming a successful investor with a unique focus on Chinese assets. They discuss Zhang's experience navigating the Chinese market, the impact of geopolitical tensions, the advantages of holding Chinese state-owned enterprises (SOEs), and specific investment opportunities like Pinduoduo and Tencent. Zhu offers insights into managing risk, the macroeconomic environment, and the regulatory landscape in China. Disclaimer: All content is for entertainment purposes only and not financial advice.
00:00 Introduction and Guest Background
01:15 Investment Opportunities in China
04:04 Challenges and Sentiments Towards Chinese Investments
08:15 Competitive Landscape and Market Dynamics
15:50 Case Study: TK Group and Industrial Sector Insights
22:55 Pinduoduo's Growth and Strategy
34:37 Exploring Global Investment Opportunities
35:19 US Market Insights and Mid Cap Focus
36:08 Tech Giants and Valuation Comparisons
36:13 Tencent: The Super App of China
43:32 State-Owned Enterprises and Investment Safety
53:20 Environmental Regulations and Investment Opportunities
56:59 Delisting Fears and Investment Strategies
01:04:09 Short Selling Challenges and Lessons Learned
01:07:49 Final Thoughts and Contact Information