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HomeFinancial AdvisorEpisode #535: KraneShares' Brendan Ahern on China's Financial Panorama: Is It Nonetheless...

Episode #535: KraneShares’ Brendan Ahern on China’s Financial Panorama: Is It Nonetheless Investable? – Meb Faber Analysis



Episode #535: KraneShares’ Brendan Ahern on China’s Financial Panorama: Is It Nonetheless Investable? – Meb Faber AnalysisCompany: Brendan Ahern is the Chief Funding Officer at KraneShares, which supplies buyers entry to China, Local weather, and different uncorrelated methods. He additionally produces China Final Evening, a every day notice recapping necessary information out of China. 

Recorded: 5/22/2024  |  Run-Time: 52:09   


Abstract: In right this moment’s episode, Brendan delves into the present state of China’s inventory market and financial system, exploring the influence of the property disaster, upcoming U.S. election and the state of the buyer. Our dialogue addresses key questions on whether or not China stays a viable vacation spot for buyers, contemplating latest regulatory adjustments, financial insurance policies, and international market dynamics.


Sponsor: 10 East is a membership-based funding agency based by Michael Leffell, former Deputy Govt Managing Member of Davidson Kempner, centered on offering focused publicity to personal markets. 


Feedback or recommendations? All for sponsoring an episode? Electronic mail us [email protected]

Hyperlinks from the Episode: 

  • 1:02 Introducing our visitor, Brendan Ahern
  • 5:53 The state of China’s financial system
  • 14:18 Evaluation of China’s geopolitical issues and worldwide partnerships
  • 20:01 The narrative round China publish Russia-Ukraine
  • 22:03 Deep dive into KWEB
  • 29:44 Implications of the US election
  • 32:40 Dialogue on forex hedging
  • 33:52 Different KraneShares’ funds
  • 41:44 Will TikTok be banned
  • 43:52 Brendan’s most memorable funding
  • 46:18 Future plans for KraneShares

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