Company: Brendan Ahern is the Chief Funding Officer at KraneShares, which supplies buyers entry to China, Local weather, and different uncorrelated methods. He additionally produces China Final Evening, a every day observe recapping essential information out of China.
Recorded: 5/22/2024 | Run-Time: 52:09 
Abstract: In immediately’s episode, Brendan delves into the present state of China’s inventory market and economic system, exploring the affect of the property disaster, upcoming U.S. election and the state of the patron. Our dialogue addresses key questions on whether or not China stays a viable vacation spot for buyers, contemplating latest regulatory modifications, financial insurance policies, and world market dynamics.
Sponsor: 10 East is a membership-based funding agency based by Michael Leffell, former Deputy Government Managing Member of Davidson Kempner, centered on offering focused publicity to non-public markets.
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Hyperlinks from the Episode:
- 1:02 Introducing our visitor, Brendan Ahern
- 5:53 The state of China’s economic system
- 14:18 Evaluation of China’s geopolitical considerations and worldwide partnerships
- 20:01 The narrative round China put up Russia-Ukraine
- 22:03 Deep dive into KWEB
- 29:44 Implications of the US election
- 32:40 Dialogue on foreign money hedging
- 33:52 Different KraneShares’ funds
- 41:44 Will TikTok be banned
- 43:52 Brendan’s most memorable funding
- 46:18 Future plans for KraneShares