Podcast: Navigating the Chinese equity market

In this conversation, Richard Urwin and Michelle Leung discuss the investment case for Chinese equities as well as the unique characteristics and challenges of investing in China.

Michelle is the Founder and CEO of Xingtai Capital, a high conviction long only equity fund which invests in Chinese consumer growth equities.

Subscribe to Saranac Partners on Apple Podcasts, Spotify, Spreaker or Download the MP3

Related Posts

November 2025: Portfolio Perspectives

Technology, Institutions and Investment: Lessons from Nobel Laureates The dominant theme in markets this year has been the transformative potential of technology. From cloud infrastructure...

January 2025: Investment Roadmap

The special feature this month is on US exceptionalism, and the extended period of outperformance of US equities since the 2008 crisis. This has persisted...

December 2024: Investment Roadmap

The main article examines whether UK retail investors may be distorting the gilt market. Gilts are not subject to capital gains tax for individual investors....