S4 Ep. 13 China: biases and narratives with Jason Hsu

Investment Uncut

This week we’re speaking to an expert on investing in China: Jason Hsu, CIO and founder of Rayliant Advisors. If and how to invest in China are key questions for long-term growth-oriented asset owners with different issues to unpack around political risk, geopolitics, ESG and even the mechanics of listing an entity. Jason walks through these questions and others including: should western investors understand President Xi better, how investors should think about political risks and whether economic growth is rewarded in share prices (“no” is often the answer)? We weigh up to what extent hidden biases toward unfamiliar cultures interfere with investors thinking about China. Anyone who likes to think deeply about China and Emerging markets investing will get a lot out of this episode.