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Finding Alpha
Fidante
18 episodes
1 week ago
The search for alpha drives active management. At Fidante, we provide investors with access to best-in-class investment managers across asset classes. Welcome to the Finding Alpha podcast series where our managers share their insights.
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Investing
Business
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All content for Finding Alpha is the property of Fidante and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The search for alpha drives active management. At Fidante, we provide investors with access to best-in-class investment managers across asset classes. Welcome to the Finding Alpha podcast series where our managers share their insights.
Show more...
Investing
Business
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/35/7b/45/357b4573-51aa-5aec-143e-6e3d8cafa1d4/mza_638228772369527118.png/600x600bb.jpg
Exploiting the valuation gap
Finding Alpha
18 minutes 13 seconds
1 year ago
Exploiting the valuation gap
Fears over China’s property market and slowing growth has led many to avoid allocating to the world’s second largest economy.  This has created a compelling valuation gap that Ox Capital’s Dr Joseph Lai thinks is ripe with opportunities.  In this episode, Jo talks about the global franchises that are attractive right now and why he thinks that China’s equity market is flashing green.
Finding Alpha
The search for alpha drives active management. At Fidante, we provide investors with access to best-in-class investment managers across asset classes. Welcome to the Finding Alpha podcast series where our managers share their insights.