InvesTAO China Pulse: Recent Episodes
InvesTAO
China Pulse podcast series is brought to you by InvesTAO Limited. InvesTAO is a third-party asset management distributor and placement agent based in the UK, working with both European and Chinese asset managers. It is authorized and regulated by the Financial Conduct Authority (FCA). Consequently, this podcast series is only made available to per se professional clients as defined by the FCA. The information contained in this podcast is general in nature. It is InvesTAO’s opinion, it is not intended and should not be used or construed as an offer to sell, or a solicitation of any offer to buy securities of any fund or other investment product in any jurisdiction. The information in this podcast is not intended and should not be construed as investment, tax, legal, financial or other advice.
China’s major e-commerce platforms have just concluded one of the most anticipated shopping festivals: the Double 11. This is the most popular e-commerce shopping festival worldwide, taking place on November 11 annually. In this episode of #China Pulse, Rex Zhu will discuss the major trends emerging from this year’s Double 11, as well as some of the opportunities and challenges faced by China’s e-commerce industry.
InvesTAO is authorized and regulated by the Financial Conduct Authority (FCA). Consequently, this podcast series is only made available to per se professional clients as defined by the FCA. The information contained in this podcast is general in nature. It is InvesTAO’s opinion, it is not intended and should not be used or construed as an offer to sell, or a solicitation of any offer to buy securities of any fund or other investment product in any jurisdiction. The information in this podcast is not intended and should not be construed as investment, tax, legal, financial or other advice.
What are the major takeaways from China's 20th Party Congress Meeting, one of the most important meetings in China's political calendar? What are the priorities for China's asset management industry in the coming months? In this episode of #China Pulse, Hillary Su will discuss some of the major policy highlights and the possible impact of the 20th Party Congress Meeting on China's asset management industry.
InvesTAO is authorized and regulated by the Financial Conduct Authority (FCA). Consequently, this podcast series is only made available to per se professional clients as defined by the FCA. The information contained in this podcast is general in nature. It is InvesTAO’s opinion, it is not intended and should not be used or construed as an offer to sell, or a solicitation of any offer to buy securities of any fund or other investment product in any jurisdiction. The information in this podcast is not intended and should not be construed as investment, tax, legal, financial or other advice.
In this episode of #China Pulse, we would like to shed a spotlight on China’s well-known first pillar pension system – China’s National Social Security Fund (NSSF). How did NSSF perform in the previous year, especially considering market uncertainties, domestic downturns, and global economic headwinds? Most importantly, how do Chinese pension fund investors position themselves and effectively manage downside risks?
InvesTAO is authorized and regulated by the Financial Conduct Authority (FCA). Consequently, this podcast series is only made available to per se professional clients as defined by the FCA. The information contained in this podcast is general in nature. It is InvesTAO’s opinion, it is not intended and should not be used or construed as an offer to sell, or a solicitation of any offer to buy securities of any fund or other investment product in any jurisdiction. The information in this podcast is not intended and should not be construed as investment, tax, legal, financial or other advice.
Will China's real estate sector crush China's economy? Will Chinese regulators be able to contain the current residential funding crisis? Are the risks we saw for now manageable? In this episode of #ChinaPulse, you will zoom in with Hillary Su on the historical events that led to the latest real estate crisis, the opinions from major Chinese asset managers, and most importantly, how concerned we should be.
InvesTAO is authorized and regulated by the Financial Conduct Authority (FCA). Consequently, this podcast series is only made available to per se professional clients as defined by the FCA. The information contained in this podcast is general in nature. It is InvesTAO’s opinion, it is not intended and should not be used or construed as an offer to sell, or a solicitation of any offer to buy securities of any fund or other investment product in any jurisdiction. The information in this podcast is not intended and should not be construed as investment, tax, legal, financial or other advice.
Could Web3.0 mark the end of tech rivalry and the beginning of collaboration among countries? In July’s episode of InvesTAO’s #ChinaPulse podcast, our guest Dr. Hong Wan, Associate Professor at the Edward P. Fitts Department of Industrial and Systems Engineering at NC State University, discussed the nature of blockchain and analyzed it from a complex system point of view. Blockchain can solve problems of privacy and data collection, allowing for further data-driven improvements in society. If countries were to share their databases, the benefits of such collaboration have the potential to overcome rivalry obstacles. However, the implementation of blockchain technology is also perceived as an opportunity to gain an edge in the race among big economies.
InvesTAO is authorized and regulated by the Financial Conduct Authority (FCA). Consequently, this podcast series is only made available to per se professional clients as defined by the FCA. The information contained in this podcast is general in nature. It is InvesTAO’s opinion, it is not intended and should not be used or construed as an offer to sell, or a solicitation of any offer to buy securities of any fund or other investment product in any jurisdiction. The information in this podcast is not intended and should not be construed as investment, tax, legal, financial or other advice.
China’s premium “Baijiu” liquor market has long been seen as a litmus test of China’s consumption power and an indicator of Chinese investors’ confidence in the fund market. Despite having a surprisingly large market share in both global spirits production and China’s spirits market share, Baijiu is pretty much only consumed and known within the Chinese borders. What makes Chinese premium liquor so prestigious, and why do liquor stocks remain an investment favour among fund managers? Check out this month’s #ChinaPulse podcast episode hosted by Hillary Su for more insights from us.
InvesTAO is authorized and regulated by the Financial Conduct Authority (FCA). Consequently, this podcast series is only made available to per se professional clients as defined by the FCA. The information contained in this podcast is general in nature. It is InvesTAO’s opinion, it is not intended and should not be used or construed as an offer to sell, or a solicitation of any offer to buy securities of any fund or other investment product in any jurisdiction. The information in this podcast is not intended and should not be construed as investment, tax, legal, financial or other advice.
The Chinese regulators have started to ease the regulation and policies concerning China’s tech sector, especially the tech giants such as Alibaba and Tencent, hoping to revitalize yet again the internet sector and stimulate the domestic economy. Could this be the light at the end of the tunnel for China’s battered internet sector? Will optimism return to China’s Internet companies? Listen to Hillary Su in this month’s ChinaPulse podcast episode for our analysis.
InvesTAO is authorized and regulated by the Financial Conduct Authority (FCA). Consequently, this podcast series is only made available to per se professional clients as defined by the FCA. The information contained in this podcast is general in nature. It is InvesTAO’s opinion, it is not intended and should not be used or construed as an offer to sell, or a solicitation of any offer to buy securities of any fund or other investment product in any jurisdiction. The information in this podcast is not intended and should not be construed as investment, tax, legal, financial or other advice.
During the previous month, we've seen an unprecedented level of capital outflow triggered by a chain of events, including the Covid outbreak in several major financial hubs in China, a declining realestate market, and geopolitical risks concerning the Russian-Ukraine conflict. Given that we are currently in the technical bear market, what are the risk factors that could influence the Chinese market direction in the coming months? Listen to Hillary Su in this month's ChinaPulse podcast episode for our opinion.
InvesTAO is authorized and regulated by the Financial Conduct Authority (FCA). Consequently, this podcast series is only made available to per se professional clients as defined by the FCA. The information contained in this podcast is general in nature. It is InvesTAO’s opinion, it is not intended and should not be used or construed as an offer to sell, or a solicitation of any offer to buy securities of any fund or other investment product in any jurisdiction. The information in this podcast is not intended and should not be construed as investment, tax, legal, financial or other advice.
Since February, the conflict between Russia and Ukraine has added a lot of uncertainty to the global market. What effect will this conflict have on Chinese markets? In this month's ChinaPulse podcast episode, Hillary Su presents the 2022 market outlook and further discusses some key sectors related to this conflict, including commodity, energy, and currency.
InvesTAO is authorized and regulated by the Financial Conduct Authority (FCA). Consequently, this podcast series is only made available to per se professional clients as defined by the FCA. The information contained in this podcast is general in nature. It is InvesTAO’s opinion, it is not intended and should not be used or construed as an offer to sell, or a solicitation of any offer to buy securities of any fund or other investment product in any jurisdiction. The information in this podcast is not intended and should not be construed as investment, tax, legal, financial or other advice.
Despite having one of the world's largest mutual fund markets, China's investment advisory business is still relatively new. What makes this type of fund advisory service in China unique? Who is using this type of service? In this month's #ChinaPulse #podcast episode, Hillary Su answers these questions and further discusses the opportunities and challenges faced by China's wealth managers.
InvesTAO is authorized and regulated by the Financial Conduct Authority (FCA). Consequently, this podcast series is only made available to per se professional clients as defined by the FCA. The information contained in this podcast is general in nature. It is InvesTAO’s opinion, it is not intended and should not be used or construed as an offer to sell, or a solicitation of any offer to buy securities of any fund or other investment product in any jurisdiction. The information in this podcast is not intended and should not be construed as investment, tax, legal, financial or other advice.
What were the thematic focus of the largest China-dedicated active and passive funds in 2021? Is China still gaining attention among global investors? In this month’s ChinaPulse podcast episode, Hillary Su shares our review of the global investment inflow allocated to Chinese equities last year and a quick recap on China’s outbound investment through the QDII scheme.
InvesTAO is authorized and regulated by the Financial Conduct Authority (FCA). Consequently, this podcast series is only made available to per se professional clients as defined by the FCA. The information contained in this podcast is general in nature. It is InvesTAO’s opinion, it is not intended and should not be used or construed as an offer to sell, or a solicitation of any offer to buy securities of any fund or other investment product in any jurisdiction. The information in this podcast is not intended and should not be construed as investment, tax, legal, financial or other advice.
Welcome to our InvesTAO ChinaPulse podcast holiday special. In this episode, Patty Cao, Assistant Fund Manager of Jupiter Asset Management, shares her opinion regarding the gender disparity in the Asset Management industry. Do diverse investment teams deliver better results? Is there any evidence that one gender adds significant alpha to the portfolio management? Check out the episode to learn more about her insights.
InvesTAO is authorized and regulated by the Financial Conduct Authority (FCA). Consequently, this podcast series is only made available to per se professional clients as defined by the FCA. The information contained in this podcast is general in nature. It is InvesTAO’s opinion, it is not intended and should not be used or construed as an offer to sell, or a solicitation of any offer to buy securities of any fund or other investment product in any jurisdiction. The information in this podcast is not intended and should not be construed as investment, tax, legal, financial or other advice.