A Clear Plan for China, with Mingshi's Stephan Zhou
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A Clear Plan for China, with Mingshi's Stephan Zhou
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About this listen
Stephan Zhou, COO & CFO of Mingshi Investment Management, brings his expertise to bear on western concerns with and approaches to China investment.
1:22 - What quality means in China.
3:52 -In China, factors are features.
8:16 - Staying ahead with AI.
12:16 - How Mingshi deals with regulatory risk.
12:16 - How swift is a swift crackdown? How China exposure can actually reduce volatility and enhance return.
21:13 - The MSCI dislocation.
24:15 - A quant specialist keeps the macro fundamentals simple, and reveals the government's true plan for China.
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