Know More. Risk Better.

Investment Insights from Hong Kong and Macau


Listen Later

In the latest episode of "Know More, Risk Better," host and CreditSights Global Head of Strategy, Winnie Cisar, is joined by Zerlina Zeng, CreditSights Head of Asia Strategy, for a captivating discussion about Zerlina's recent trip to Hong Kong and Macau. Dive into the strategies top investors are using to navigate market volatility and their shift towards more defensive positions. Uncover the effects of US-China trade tensions and high rates volatility on global investment sentiment. This episode delves into opportunities in high-yield China industrial names and Hong Kong property, providing a fresh perspective on managing risks and finding value in unpredictable times. Tune in to explore how a potential prolonged US-China trade standoff could reshape global asset strategies and discover where savvy investors are placing their bets. Don't miss out on this chance to gain valuable insights and stay ahead in the complex world of international credits!

...more
View all episodesView all episodes
Download on the App Store

Know More. Risk Better.By CreditSights

  • 5
  • 5
  • 5
  • 5
  • 5

5

24 ratings


More shows like Know More. Risk Better.

View all
Exchanges by Goldman Sachs

Exchanges

968 Listeners

Masters in Business by Bloomberg

Masters in Business

2,176 Listeners

Odd Lots by Bloomberg

Odd Lots

1,982 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,350 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

795 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

288 Listeners

Making Sense by J.P. Morgan

Making Sense

68 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,309 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

77 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

441 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

31 Listeners

The Markets by Goldman Sachs

The Markets

82 Listeners

Money Stuff: The Podcast by Bloomberg

Money Stuff: The Podcast

395 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

35 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

154 Listeners