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Policy, Politics & Potential: China insights with John Garnaut

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Manage episode 447140076 series 2973891
Content provided by Antipodes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Antipodes Partners 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://staging.podcastplayer.com/legal.

China expert, John Garnaut joins Alison Savas to discuss the state of China's economy, policy landscape, and the potential risks and opportunities for stock market investors.

John is the founder of Garnaut Global, a leading advisory firm to select global asset managers, technology companies and government agencies.

Key times:

Analysing the shifts in investor sentiment towards China: 1:00

Has the CCP's attitude towards economic growth changed recently? 13:30

Will recent China stimulus measures have a big impact? 20:00

Why China needs to direct resources to local Government: 28:30

Reviving China's property sector: 30:00

Will Taiwan be Xi Jinping's legacy? 34:00

The markets that China's big tech stocks are poised to dominate: 38:00

More Antipodes insights: https://antipodes.com/insights/

  continue reading

54 episodes

Artwork
iconShare
 
Manage episode 447140076 series 2973891
Content provided by Antipodes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Antipodes Partners 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://staging.podcastplayer.com/legal.

China expert, John Garnaut joins Alison Savas to discuss the state of China's economy, policy landscape, and the potential risks and opportunities for stock market investors.

John is the founder of Garnaut Global, a leading advisory firm to select global asset managers, technology companies and government agencies.

Key times:

Analysing the shifts in investor sentiment towards China: 1:00

Has the CCP's attitude towards economic growth changed recently? 13:30

Will recent China stimulus measures have a big impact? 20:00

Why China needs to direct resources to local Government: 28:30

Reviving China's property sector: 30:00

Will Taiwan be Xi Jinping's legacy? 34:00

The markets that China's big tech stocks are poised to dominate: 38:00

More Antipodes insights: https://antipodes.com/insights/

  continue reading

54 episodes

All episodes

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