Today’s Talk Your Book is brought to you by KraneShares:
See here for more information on KraneSahres suite of ETFs for China exposure
On today’s show, we discuss:
- Why China does not represent a larger share of global market cap relative to GDP
- Where most Chinese citizens are investing
- What the catalyst could be to get investors excited about China
- Monetary policy adjustments in China
- China internet valuations
- Thinking about asset allocation and career risk with China
- How the fundamentals look in China
- Where the bottom is for Chinese equities
Listen here
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Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.
This podcast episode is sponsored by Wasatch Global Investors. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, has received compensation, a flat fee, for featuring Mick Rasmussen, Portfolio Manager at Wasatch Global Investors, in this discussion. This compensation creates a conflict of interest, as it creates an incentive to present Wasatch Global Investors favorably. We encourage listeners to consider this information when evaluating the content presented. As of 9/30/24, Wasatch does not own any shares of Tesla and GameStop.
