IBOSS Asset Management’s Post

Name: Chris Metcalfe on Markets In Focus podcast | IBOSS Asset Management posted on the topic | LinkedIn
Uploaded: 2024-03-28T12:43:49.116Z
Duration: 1 min 57 s
Channel: IBOSS Asset Management

IBOSS Asset Management

1,840 followers

7mo

🆕 🎙 The latest episode of the Markets In Focus podcast is out! Chris Metcalfe is joined by Jonathan Pines from Federated Hermes Limited to discuss the current investing landscape in Asia. Including the much debated hot topic of just how investable China is right now? 🔊 Listen on Spotify - https://lnkd.in/eD4P2pvn 🔊 Listen on Apple Podcasts - https://lnkd.in/evYQPvpx 🎥 Watch on Vimeo - https://lnkd.in/ewWQVanP #Investing #Asia #China #FinancialPlanning

Transcript

Just because people talk about things being uninvestable it doesn't make them so. Despite the best efforts of some U.S. politicians in particular, I think sometimes people think if they say something often enough, it will become true. But, China right now is investable. If you want an example of something that is uninvestable, Russia is basically uninvestable because you can't trade it. Generally speaking, I think that's kind of what's going on, right. If you're an EM manager, an Asia ex-Japan manager, well let's assume you an emerging market manager that's been burnt by Russia and came up with the better of hindsight. Your clients are saying: "Are you crazy?" "How did you not see this happening?" And then they look at their portfolio, you know in China and they say: "Well aren't you scared it's going to happen again?" And we think that has contributed to a lot of investors already exiting Chinese positions which creates this valuation opportunity. But we don't think anything as dramatic as a Russian invasion of Ukraine is going to play out in China/Taiwan, certainly not for the foreseeable future. You can avoid Russian assets and the Russian economy to a degree, but with the best will in the world you can't ignore China and and you know it's so entwined in the global supply chains and it's the world's second largest economy. So it's a much different situation but I think Jonathan is right, people are concerned and we get quite a lot of clients asking about the Taiwan situation, and the sort of read across.

To view or add a comment, sign in

More Relevant Posts

Guillermo Berger

Director @ HSBC Global Research | Helping clients make informed decisions | Taxi driver for two little girls | ¡Hala Madrid!
10mo
Report this post
Herald van der Linde and Fred Neumann dissect several surprising facts, figures and market observations unearthed by our Asia Equity Strategy team. Listen to podcast 👉 https://grp.hsbc/6046RIr2i This podcast is also available on Apple Podcasts https://lnkd.in/gthDfUr3 and Spotify https://lnkd.in/gHFxVGyz. #HSBCResearch #Podcast #Asia #Economics #Investing

Under the Banyan Tree | HSBC Global Research
Like Comment
To view or add a comment, sign in
HSBC Commercial Banking

399,721 followers
10mo
Report this post
Herald van der Linde and Fred Neumann dissect several surprising facts, figures and market observations unearthed by our Asia Equity Strategy team. Listen to podcast: https://grp.hsbc/6045RQYzJ This podcast is also available on Apple Podcasts https://lnkd.in/dafv5TkN and Spotify https://lnkd.in/dtDyYqW2. #HSBCResearch #Podcast #Asia #Economics #Investing

HSBC Global Research | Listen Now

research.hsbc.com
Like Comment
To view or add a comment, sign in
Mary Watkins

Digital Editor at HSBC Global Research
10mo
Report this post
Herald van der Linde and Fred Neumann dissect several surprising facts, figures and market observations unearthed by our Asia Equity Strategy team. Listen to podcast 👉 https://grp.hsbc/6043RsJyv This podcast is also available on Apple Podcasts https://lnkd.in/eiT4X4Uu and Spotify https://lnkd.in/eFrRn3su. #HSBCResearch #Podcast #Asia #Economics #Investing

Under the Banyan Tree | HSBC Global Research
Like Comment
To view or add a comment, sign in
HSBC Global Banking and Markets

243,452 followers
9mo
Report this post
Fred Neumann and Herald van der Linde are in myth-busting mode this week, debunking three widely held beliefs around the shifting landscape of Asian supply chains. Listen to podcast: https://grp.hsbc/6047TsZaZ This podcast is also available on Apple Podcasts https://lnkd.in/dafv5TkN and Spotify https://lnkd.in/dtDyYqW2. #HSBCResearch #Podcast #Asia #Economics #Investing #SupplyChains

HSBC Global Research

research.hsbc.com
Like Comment
To view or add a comment, sign in
HSBC Global Banking and Markets

243,452 followers
3w
Report this post
With oil markets caught between long-term market imbalances and political risks, Kim Fustier and Simon Williams examine the outlook for prices, and what it could mean for the economies of the Middle East. Click to listen: https://grp.hsbc/6046qbitg This podcast is also available on Apple Podcasts https://lnkd.in/e5NZC4zA and Spotify https://lnkd.in/erBAN8WR #HSBCResearch #Podcast #ThoughtLeadership
Like Comment
To view or add a comment, sign in
Cara Fitzgerald Whitman

Director, Global Research Marketing at HSBC | AoEC Executive Coach
3mo
Report this post
Murat Ulgen, Global Head of Emerging Markets Research, examines whether investors are right to be upbeat on the prospects for EM risk assets. 🎧 Click to listen 👉 https://grp.hsbc/6049ck5VL This podcast is also available on Apple Podcasts grp.hsbc/61102Ot7kE and Spotify grp.hsbc/61104Ot7kG. #HSBCResearch #Podcast #ThoughtLeadership #EmergingMarkets
Like Comment
To view or add a comment, sign in
Jason Baker

Director, HSBC UK
3mo
Report this post
Murat Ulgen, Global Head of Emerging Markets Research, examines whether investors are right to be upbeat on the prospects for EM risk assets. 🎧 Click to listen 👉 https://grp.hsbc/6043cZTy5 This podcast is also available on Apple Podcasts grp.hsbc/61102Ot7kE and Spotify grp.hsbc/61104Ot7kG. #HSBCResearch #Podcast #ThoughtLeadership #EmergingMarkets
Like Comment
To view or add a comment, sign in
Monica Curti

Senior Credit Officer at Moody's Ratings, Ph.D. FRM
3w
Report this post
Curious about how the European private credit CLO market diverges from the US mid-market CLO market? Tune in to the latest episode of the SCI in Conversation podcast, where my colleague, Senior Vice President Volker Gulde, delves into this fascinating topic: https://lnkd.in/dEknPj56

Structured Credit Investor

6,177 followers
3w

🎙️ In this episode of the SCI In Conversation podcast, SCI head of content Kenny Wastell speaks to Volker Gulde, senior vice president at Moody's Ratings, about the European market for private credit #CLOs. In this excerpt, Gulde discusses some of the key idiosyncrasies in the European private credit CLO market, compared with the US mid-market CLO space, which present challenges. Listen to the full episode of SCI In Conversation wherever you get your podcasts, including: 🎧 Apple podcasts – https://lnkd.in/g6zvGgtm 🎧 Spotify – https://lnkd.in/gwAehVvB 🌐 Libsyn – https://lnkd.in/gW4mGN3R #securitization #securitisation #structuredfinance #structuredcredit #MidMarketCLOs #PrivateCreditCLOs

1 Comment
Like Comment
To view or add a comment, sign in
Kelley Wright

Associate Director at HSBC
3w
Report this post
With oil markets caught between long-term market imbalances and political risks, Kim Fustier and Simon Williams examine the outlook for prices, and what it could mean for the economies of the Middle East. 🎧 Listen to the podcast 👉 https://grp.hsbc/6043qdhQ3 This podcast is also available on Apple Podcasts grp.hsbc/61102Ot7kE and Spotify grp.hsbc/61104Ot7kG or wherever you get your podcasts. The Macro Brief podcast series: grp.hsbc/61108oIjS6 #HSBCResearch #Podcast #ThoughtLeadership #OilMarkets
Like Comment
To view or add a comment, sign in
Piers Butler

Head of Global Research Direct - Connecting Clients to World Class Research
2w
Report this post
With oil markets caught between long-term market imbalances and political risks, Kim Fustier and Simon Williams examine the outlook for prices, and what it could mean for the economies of the Middle East. 🎧 Listen to the podcast 👉 https://grp.hsbc/6042qgmP0 This podcast is also available on Apple Podcasts grp.hsbc/61102Ot7kE and Spotify grp.hsbc/61104Ot7kG or wherever you get your podcasts. The Macro Brief podcast series: grp.hsbc/61108oIjS6 #HSBCResearch #Podcast #ThoughtLeadership #OilMarkets
1 Comment
Like Comment
To view or add a comment, sign in

1,840 followers

View Profile Connect

IBOSS Asset Management’s Post

Transcript

More Relevant Posts

Explore topics