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.