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Catherine Yeung
Podcast 30 min listen

The Investor's Guide to China podcast: China's bond market

Catherine Yeung and Marty Dropkin tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market.

Catherine Yeung + 7 others | 7 February 2024

Catherine Yeung
Podcast 25 min listen

The Investor's Guide to China podcast: Transition materials

Exploring the critical role of transition materials — such as lithium and cobalt, essential to developing and deploying clean energy technologies.

Catherine Yeung + 7 others | 20 December 2023

Catherine Yeung
Podcast 31 min listen

The Investor's Guide to China podcast: In conversation with Louis-Vincent Gave

In this special edition of The Investor’s Guide to China, Catherine Yeung, Investment Director, is joined in Hong Kong by Gavekal's Louis-Vincent Gave.

Catherine Yeung + 2 others | 25 October 2023

Catherine Yeung
Podcast 42 min listen

The Investor's Guide to China podcast: Japanification

When you look at some of the big economic issues China is dealing with today, you quickly realise Japan has been through a lot of the same challenges.

Catherine Yeung + 7 others | 11 October 2023

Catherine Yeung
Podcast 35 min listen

The Investor's Guide to China podcast: De-dollarisation

When it comes to currencies, it often feels like it's all about the US dollar. Although the greenback has dominated international trade and finance for decades

Catherine Yeung + 9 others | 18 July 2023

Catherine Yeung
Podcast 38 min listen

The Investor's Guide to China podcast: China Consumer

China’s economic rebound hasn’t been as strong as many anticipated.

Catherine Yeung + 7 others | 20 June 2023

Catherine Yeung
Podcast 33 min listen

The Investor's Guide to China podcast: Decarbonising China

2021 was a big year for the global fight against climate change. China's president, Xi Jinping, again pledged that China would hit peak emissions by 2030.

Catherine Yeung + 8 others | 16 May 2023

Catherine Yeung
Podcast 35 min listen

The Investor's Guide to China podcast: Tech Hardware and the 'Chip War'

Chip shortages at the start of the Covid pandemic threw semiconductors into the limelight. More recently, chips have been the focus of trade tensions.

Catherine Yeung + 8 others | 21 March 2023

Catherine Yeung
Podcast 32 min listen

The Investor's Guide to China podcast: China's Onshore Markets

China's economy and its markets have faced a number of headwinds in 2022. Slowing growth, geopolitical uncertainty, the impact of the country's Covid policy

Catherine Yeung + 8 others | 12 December 2022

Catherine Yeung
Podcast 35 min listen

The Investor's Guide to China podcast: China's Next Phase

What's going to happen as we enter a new phase of the Chinese growth story under President Xi Jinping's leadership.

Catherine Yeung + 7 others | 8 November 2022

Catherine Yeung
Podcast 35 min listen

The Investor's Guide to China podcast: Private Markets

So much of the investment conversation is dominated by companies that have already gone public. But it's not always just about listed companies.

Catherine Yeung + 6 others | 29 September 2022

Catherine Yeung
Podcast 47 min listen

The Investor's Guide to China podcast: Engaging with companies in China

To many outsiders, Chinese equity investing might conjure up images of a huge momentum-fuelled market where investors revel in speculation.

Catherine Yeung + 9 others | 14 August 2022

Catherine Yeung
Podcast 33 min listen

The Investor's Guide to China podcast: Common Prosperity

The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world.

Catherine Yeung + 7 others | 7 June 2022

Paras Anand
Podcast 41 min listen

The Investor's Guide to China podcast: Technology and innovation

"Artificial intelligence and specifically deep learning is where China is going to be the leader," says Senior Technology Analyst Johnny Tseng.

Paras Anand + 6 others | 22 May 2020

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