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In this webinar held on 22 September 2021, after an introduction from Jean-Pierre Petit, President of the Cahiers Verts de l’Economie, Mark Ebert and David Giboudeau provide an outlook on the US infrastructures sector and an update on the fund they manage.
Given a slew of new tech IPOs across the Asian region and the extreme sell-off of China internet names, I got together with a few friends in the tech space across Asia to compare notes. The objective was to find the best opportunities ex-China and see just how cheap China internet is now after a nearly 60% drop in KWEB.
Alice Wang, portfolio manager of our Bamboo and China strategies, talks to PWM’s Yuri Bender about China’s internet crackdowns and opportunities in underplayed sectors such as healthcare and consumer stocks.
The number one rule of doing business in China is that you need to follow the leader. Not anyone, not even Jack Ma, is exempt. This should have been the single clearest message from the Alibaba debacle last year.
On the day the Chinese government announced that families would be able to have 3 children instead of two, many childcare/fertility related stocks jumped in hopes of a higher birthrate. If only it were that easy. The hangover of many years of one-child policies linger in the ultra competitiveness of Chinese parenting, leading to a social malaise known as involution.