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China investment

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 19, 2022 by Ana Marshall · across every show →

Everything said about China investment, oldest first

Dec 19, 2022 neutral
Insight
Marshall: Underwriting geopolitical risk raises the hurdle rate for China
“When you've been investing without thinking of geopolitical risk as one of your main things, you then have to add it into your underwriting. So that just makes the hurdle rate higher for a China investment.”
Ana Marshall Dec 19, 2022 ▶ 26:20 Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
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