MENGENAI EPISOD INI
In this episode, Lyndsey talks with Vivian Lin, partner and portfolio manager of William Blair's China A-Shares Growth strategy and a global research analyst covering Chinese equities.
They continue the conversation by Vivian sharing her commendation regarding China investment opportunities by industry sectors and geographic locations.
Vivian then shared her opinion regarding Ant Group IPO incident and China regulation reform.
They close the conversation with discussion regarding Vivian's view of China's next 5-years plan and her investment strategy to reflect the upcoming changings of China economic focus according to the new 5-years plan.
Conversation Highlights (with timestamps)
#007 Part 2:
- Tech / health / Consumer sector preference vs. geographic locations (1:30)
- Industrial sector preference
- Different tiers by geographic location
- Ant group IPO suspended (4:00)
- Ant's quick growth bridged China financial services GAP for SMEs
- The reasons of Ant Group's trouble with China regulators
- Positive development of future online financial service for China companies
- Ant is not just technology company, it's a financial company
- Higher standard regulation can only make the industry more sustainable
- China regulation catch up on online gaming, online education and e-commerce
- China new 5-year plan (12:30)
- Enforce A-share investment
- Continuous Domestic consumption focus
- Next 5-10 year, more positive about China investment opportunity
- China Star Market is part of China IPO reform focus
Guest Contact Information
Vivian Lin
Email: linthurston@gmail.com
Publication:
Vivian's blog site on William Blair:
https://active.williamblair.com/author/vivian-lin-thurston/
"Sustainable Trends Supporting China A-Shares"
https://active.williamblair.com/global-equity/vivian-lin-thurston/sustainable-trends-supporting-china-a-shares/?et_rid=0030z00002PDYkRAAX&et_sid=526962&utm_source=MC_2&utm_medium=Email&utm_campaign=&utm_content=https%3a%2f%2factive.williamblair.com%2fglobal-equity%2fvivian-lin-thurston%2fsustainable-trends-supporting-china-a-shares%2f
"Three Themes in Emerging Markets"
https://active.williamblair.com/global-equity/todd-mcclone/three-themes-in-emerging-markets/?et_rid=0030z00002PDYkRAAX&et_sid=509978&utm_source=MC_2&utm_medium=Email&utm_campaign=&utm_content=https%3a%2f%2factive.williamblair.com%2fglobal-equity%2ftodd-mcclone%2fthree-themes-in-emerging-markets%2f
"China Backdrop: Fundamentally and Technically Positive"
https://active.williamblair.com/global-equity/vivian-lin-thurston/china-backdrop-fundamentally-and-technically-positive/
