Ask an Investor Podcast

William Ma - Worried about Inflation? Invest in China

May 31, 2022 William Ma, Chief Investment Officer and Founder of GROW Investment Group Season 1 Episode 8
William Ma - Worried about Inflation? Invest in China
Ask an Investor Podcast
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Ask an Investor Podcast
William Ma - Worried about Inflation? Invest in China
May 31, 2022 Season 1 Episode 8
William Ma, Chief Investment Officer and Founder of GROW Investment Group

Have an investment question for William Ma? Join his investor community room on Quidroom! Interact with William and stay updated on his content.

https://www.quidroom.com/referral/S8N23

Or join the 'Weekly investor meetups' room with the Quidroom Founder to attend future investor meetups.

https://www.quidroom.com/referral/73M10

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In this episode, investors get their inflation-hedging questions answered by Quidroom user, William Ma.  William Ma is the Chief Investment Officer and Founder of GROW Investment Group, a China-based multi-strategy multi-asset management company and the Ex-CIO of the asset management arm (US$ 23 Billion AUM) of Noah Holdings, one of China's largest wealth management companies.

Despite the recent, news reports of doom and gloom in China, William who streamed in on his 71st day of the Shanghai lockdown paints a different picture. 

William shared three perspectives as to why China is the best global inflation hedge: from an earnings perspective; from a correlation perspective; and from a diversification perspective.

Introduction to William Ma (1:59)
Why China is the best global inflation hedge (6:01)
Chinese politics and its possible impact on the market (12:32)
The incentives supporting long-term investors in China (14:22)
What's being done to assure investors spooked by the gov't tech crackdowns (17:30)
Trends of companies moving production outside of China (19:54)
How hedge funds in China performed recently amidst volatility (22:07)
The top 2 tips on how investors can access China (24:56)
How investors can work with William (26:30)
Why investors should join William's investor community on Quidroom (28:00)
The expected gov't economic stimulus (29:04)
and more! 

----

Thanks for listening!
Be sure to subscribe on Spotify, Apple, Google, and other podcast services.
Want to nominate a guest for 'Ask an Investor' or want to give feedback? Drop us a line at hello@quidroom.com

----

Quidroom is where sophisticated investors build their investment communities.

Wander the proverbial halls of Quidroom and discover rooms with hundreds of investors matching your interests. You’re free to quietly enter and exit rooms at your leisure. Choose to join the conversation with other investors or simply be a fly on the wall and listen in. It’s entirely up to you.

When you’re ready to stake a claim, start an investor community! Start a room to share your insights, try your hand at incepting ideas, or just simply share today’s market headlines.

Fun fact: Total AUM of Quidroom users is approximately $9.2 trillion

----

This channel and the episodes on it are only for informational and educational purposes only.

Show Notes Chapter Markers

Have an investment question for William Ma? Join his investor community room on Quidroom! Interact with William and stay updated on his content.

https://www.quidroom.com/referral/S8N23

Or join the 'Weekly investor meetups' room with the Quidroom Founder to attend future investor meetups.

https://www.quidroom.com/referral/73M10

----

In this episode, investors get their inflation-hedging questions answered by Quidroom user, William Ma.  William Ma is the Chief Investment Officer and Founder of GROW Investment Group, a China-based multi-strategy multi-asset management company and the Ex-CIO of the asset management arm (US$ 23 Billion AUM) of Noah Holdings, one of China's largest wealth management companies.

Despite the recent, news reports of doom and gloom in China, William who streamed in on his 71st day of the Shanghai lockdown paints a different picture. 

William shared three perspectives as to why China is the best global inflation hedge: from an earnings perspective; from a correlation perspective; and from a diversification perspective.

Introduction to William Ma (1:59)
Why China is the best global inflation hedge (6:01)
Chinese politics and its possible impact on the market (12:32)
The incentives supporting long-term investors in China (14:22)
What's being done to assure investors spooked by the gov't tech crackdowns (17:30)
Trends of companies moving production outside of China (19:54)
How hedge funds in China performed recently amidst volatility (22:07)
The top 2 tips on how investors can access China (24:56)
How investors can work with William (26:30)
Why investors should join William's investor community on Quidroom (28:00)
The expected gov't economic stimulus (29:04)
and more! 

----

Thanks for listening!
Be sure to subscribe on Spotify, Apple, Google, and other podcast services.
Want to nominate a guest for 'Ask an Investor' or want to give feedback? Drop us a line at hello@quidroom.com

----

Quidroom is where sophisticated investors build their investment communities.

Wander the proverbial halls of Quidroom and discover rooms with hundreds of investors matching your interests. You’re free to quietly enter and exit rooms at your leisure. Choose to join the conversation with other investors or simply be a fly on the wall and listen in. It’s entirely up to you.

When you’re ready to stake a claim, start an investor community! Start a room to share your insights, try your hand at incepting ideas, or just simply share today’s market headlines.

Fun fact: Total AUM of Quidroom users is approximately $9.2 trillion

----

This channel and the episodes on it are only for informational and educational purposes only.

Introduction to William Ma
Why China is the best global inflation hedge
Chinese politics and its possible impact on the market
The incentives supporting long-term investors in China
What's being done to assure investors spooked by the gov't tech crackdowns
Trends of companies moving production outside of China
How hedge funds in China performed recently amidst volatility
The top 2 tips on how investors can access China
How investors can work with William
Why investors should join William's investor community on Quidroom
The expected gov't economic stimulus