China then and now, with portfolio manager Steve Watson - podcast episode cover

China then and now, with portfolio manager Steve Watson

Apr 22, 202227 min
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Episode description

As part of Capital Ideas “10 investment themes for 2022” series, Hong Kong-based portfolio manager Steve Watson explores the challenges and opportunities of investing in China today. As an added bonus, Steve talks about the sweeping changes he’s witnessed in China since he first visited the country 40 years ago.

Related resources:

10 investment themes for 2022 

Ebook: 10 investment themes for 2022

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