China investments

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 30, 2023 by Bruce Ou · across every show →

Everything said about China investments, oldest first

Oct 30, 2023 neutral

Opinion

Ou: China investment risks are priced in via depressed private market valuations

“So I would say today the risk associated with China investments in general are very reflected in the price premiums in terms of asset valuation or lack of bid for any assets in the private markets, for example.”

Bruce Ou Oct 30, 2023 ▶ 37:20 Bruce Ou – Private Market Investing at GroveStreet (EP.347)

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China investments

Everything said about China investments, oldest first

Turn any episode into a week of clips.