A Clear Plan for China, with Mingshi's Stephan Zhou Podcast By  cover art

A Clear Plan for China, with Mingshi's Stephan Zhou

A Clear Plan for China, with Mingshi's Stephan Zhou

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Stephan Zhou, COO & CFO of Mingshi Investment Management, brings his expertise to bear on western concerns with and approaches to China investment.

1:22 - What quality means in China.

3:52 -In China, factors are features.

8:16 - Staying ahead with AI.

12:16 - How Mingshi deals with regulatory risk.

12:16 - How swift is a swift crackdown? How China exposure can actually reduce volatility and enhance return.

21:13 - The MSCI dislocation.

24:15 - A quant specialist keeps the macro fundamentals simple, and reveals the government's true plan for China.

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