Ou: China investment risks are priced in via depressed private market valuations
Bruce Ou · Bruce Ou – Private Market Investing at GroveStreet (EP.347) · Oct 30, 2023 · at 37:20
Bruce Ou, Managing Partner at GroveStreet, assesses the valuation climate and risk pricing for Chinese private market assets.
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“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.”
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