))
A Bullish Take on Chinese Stocks and ETFs
Manage episode 439061539 series 3599065
Content provided by Serge Berger. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Serge Berger or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices.
The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others)
In the latest episode of The Steady Wealth Podcast, host Serge Berger dives deep into the Chinese equity markets with special guest Brendan Ahern, Chief Investment Officer at KraneShares. They explore the sustainability of the recent rally in Chinese stocks, driven by factors beyond mere chart analysis. Brendan highlights significant catalysts like under-allocation, government support, and institutional buying that could maintain the rally. They also discuss the evolving consumer landscape, policy support, and substantial corporate buybacks, painting a nuanced picture of China's investment potential. Tune in for a data-driven, insightful conversation on navigating Chinese equities.
97 episodes
Share
