01:04:38
Essential
•The Essential Conversation
Looking Beyond the China Macro Story
Looking Beyond the China Macro Story
Featuring Pierre Hoebrechts
Mar 16, 2017 • 64 minutes
Pierre Hoebrechts has been running Asia dedicated funds from Hong Kong since 2011 and his local perspective on China, as a fund of fund manager with Arowana Asset Management, is exceptionally insightful. Highlighting the tremendous dispersion in the market, which can’t be viewed from a macro standpoint, Pierre sees a favorable risk adjusted return profile and is positioned aggressively, highlighting the Chinese government’s impressive track record restructuring its industries. Filmed on March 3, 2017 in Hong Kong.
Show MoreThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
More EpisodesThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
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