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EM Insider: China’s valuations are a bargain now, but the country is not going back to high growth anytime soon

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Manage episode 382025047 series 2653770
Konten disediakan oleh Citywire: The Selection Show. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Citywire: The Selection Show atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Allspring Global Investment’s EM equity veteran, Derrick Irwin joins Citywire’s Krystle Higgins to discuss how investable China is right now. Irwin has been in the industry for 30-years, and discussed how the current investor pessimism compares to other economic challenges faced by the second largest economy in the world.

Irwin also makes a case that it is now easier to value Chinese stocks, as well as what his top picks are.

  continue reading

184 episode

Artwork
iconBagikan
 
Manage episode 382025047 series 2653770
Konten disediakan oleh Citywire: The Selection Show. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Citywire: The Selection Show atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Allspring Global Investment’s EM equity veteran, Derrick Irwin joins Citywire’s Krystle Higgins to discuss how investable China is right now. Irwin has been in the industry for 30-years, and discussed how the current investor pessimism compares to other economic challenges faced by the second largest economy in the world.

Irwin also makes a case that it is now easier to value Chinese stocks, as well as what his top picks are.

  continue reading

184 episode

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