Friends: Brendan Ahern is the Chief Funding Officer at KraneShares, which gives buyers entry to China, Local weather, and different uncorrelated methods. He additionally produces China Final Night time, a every day word recapping vital 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 financial system, exploring the influence 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 current regulatory modifications, financial insurance policies, and international 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 personal markets.
Feedback or strategies? Inquisitive about sponsoring an episode? E mail us [email protected]
Hyperlinks from the Episode:
- 1:02 Introducing our visitor, Brendan Ahern
- 5:53 The state of China’s financial system
- 14:18 Evaluation of China’s geopolitical considerations and worldwide partnerships
- 20:01 The narrative round China submit 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
